CC
DFUS

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

Capstone Capital’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
Q2 		$339K Hold
4,133
– – 0.19% 17
2026
Q1 		$293K Hold
4,133
– – 0.19% 18
2025
Q4 		$307K Hold
4,133
– – 0.2% 17
2025
Q3 		$299K Hold
4,133
– – 0.2% 19
2025
Q2 		$277K Hold
4,133
– – 0.2% 18
2025
Q1 		$250K Hold
4,133
– – 0.2% 21
2024
Q4 		$263K Hold
4,133
– – 0.22% 19
2024
Q3 		$257K Hold
4,133
– – 0.21% 19
2024
Q2 		$243K Hold
4,133
– – 0.22% 19
2024
Q1 		$235K Hold
4,133
– – 0.2% 18
2023
Q4 		$214K Buy
+4,133
New +$200K 0.21% 17

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Capstone Capital's DFUS Position: Q2 2026 in Review

Capstone Capital held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 4,133 shares worth $339K. The position accounts for 0.19% of the portfolio, ranked #17.

Capstone Capital first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Capstone Capital held 4,133 shares of Dimensional US Equity ETF worth $339K as of Q2 2026.
  • Capstone Capital left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.19% of Capstone Capital's portfolio in Q2 2026, its #17 holding.
  • Capstone Capital first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Capstone Capital's 13F filing for Q2 2026, filed 22 Jul 2026.