CWM
DFUS

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

Capstone Wealth Management’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 		$8.72M Sell
106,355
-2,159
-2% -$171K 6.54% 2
2026
Q1 		$7.78M Sell
108,514
-2,274
-2% -$169K 6.6% 2
2025
Q4 		$8.22M Buy
+110,788
New +$8.14M 7.21% 2

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's DFUS Position: Q2 2026 in Review

Capstone Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 2% in Q2 2026, selling an estimated $171K and leaving 106,355 shares worth $8.72M. The position accounts for 6.54% of the portfolio, ranked #2.

Capstone Wealth Management first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Capstone Wealth Management held 106,355 shares of Dimensional US Equity ETF worth $8.72M as of Q2 2026.
  • Capstone Wealth Management sold 2,159 Dimensional US Equity ETF shares in Q2 2026, an estimated $171K.
  • Dimensional US Equity ETF made up 6.54% of Capstone Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Capstone Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 867 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.