CWMA
DFUS

Capstone Wealth Management (Alabama)’s Dimensional US Equity ETF DFUS Stock Holding History

Capstone Wealth Management (Alabama)’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 		$17.9M Buy
217,893
+5,737
+3% +$454K 8.28% 2
2026
Q1 		$15M Buy
212,156
+10,528
+5% +$780K 10.49% 3
2025
Q4 		$15M Buy
201,628
+3,221
+2% +$237K 10.91% 3
2025
Q3 		$14.4M Buy
198,407
+28,279
+17% +$1.97M 11.06% 3
2025
Q2 		$11.4M Buy
170,128
+34,498
+25% +$2.14M 9.99% 3
2025
Q1 		$8.2M Buy
135,630
+5,084
+4% +$325K 8.17% 6
2024
Q4 		$8.32M Buy
+130,546
New +$8.37M 8.13% 5

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 Wealth Management (Alabama)'s DFUS Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Dimensional US Equity ETF (DFUS) stake by 2.7% in Q2 2026, buying an estimated $454K and bringing the position to 217,893 shares worth $17.9M. The position accounts for 8.28% of the portfolio, ranked #2.

Capstone Wealth Management (Alabama) first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 217,893 shares of Dimensional US Equity ETF worth $17.9M as of Q2 2026.
  • Capstone Wealth Management (Alabama) bought 5,737 Dimensional US Equity ETF shares in Q2 2026, an estimated $454K.
  • Dimensional US Equity ETF made up 8.28% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #2 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.