Capital Square’s Dimensional US Equity ETF DFUS Stock Holding History

Capital Square’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$330K	Hold	3,972	–	–	0.15%	146
2026 Q2	$328K	Buy	3,972 +122	+3%	+$9.6K	0.14%	154
2026 Q1	$300K	Hold	3,850	–	–	0.14%	157
2025 Q4	$286K	Buy	3,850 +109	+3%	+$8.01K	0.15%	147
2025 Q3	$271K	Hold	3,741	–	–	0.14%	153
2025 Q2	$253K	Buy	3,741 +100	+3%	+$6.19K	0.14%	166
2025 Q1	$220K	Hold	3,641	–	–	0.13%	162
2024 Q4	$242K	Buy	3,641 +94	+3%	+$6.03K	0.14%	153
2024 Q3	$221K	Buy	3,547 +191	+6%	+$11.4K	0.13%	142
2024 Q2	$202K	Buy	+3,356	New	+$191K	0.13%	140
2021 Q4	–	Sell	-5,046	Closed	-$240K	–	159
2021 Q3	$240K	Sell	5,046 -884	-15%	-$42.8K	0.17%	133
2021 Q2	$282K	Buy	+5,930	New	+$276K	0.21%	116

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Capital Square's DFUS Position: Q3 2026 in Review

Capital Square held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 3,972 shares worth $330K. The position accounts for 0.15% of the portfolio, ranked #146.

Capital Square first reported a position in DFUS in Q2 2021 and has held it in 12 quarters since. 373 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Capital Square held 3,972 shares of Dimensional US Equity ETF worth $330K as of Q3 2026.
Capital Square left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.15% of Capital Square's portfolio in Q3 2026, its #146 holding.
Capital Square first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 12 quarters since.
373 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.