CAPTRUST Financial Advisors
DFUS

CAPTRUST Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

CAPTRUST Financial Advisors’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 		$75.6M Buy
922,805
+854
+0.1% +$67.5K 0.12% 155
2026
Q1 		$65.4M Sell
921,951
-10,330
-1% -$765K 0.11% 159
2025
Q4 		$69.1M Buy
932,281
+774,697
+492% +$56.9M 0.13% 140
2025
Q3 		$11.4M Sell
157,584
-17,725
-10% -$1.23M 0.02% 445
2025
Q2 		$11.7M Sell
175,309
-1,812
-1% -$112K 0.03% 424
2025
Q1 		$10.7M Sell
177,121
-3,278
-2% -$209K 0.03% 415
2024
Q4 		$11.5M Buy
180,399
+454
+0.3% +$29.1K 0.03% 339
2024
Q3 		$11.2M Buy
179,945
+3,118
+2% +$187K 0.03% 357
2024
Q2 		$10.4M Buy
176,827
+149
+0.1% +$8.47K 0.03% 353
2024
Q1 		$10.1M Sell
176,678
-29,132
-14% -$1.58M 0.04% 346
2023
Q4 		$10.7M Sell
205,810
-5,698
-3% -$276K 0.04% 358
2023
Q3 		$9.85M Buy
211,508
+24,945
+13% +$1.21M 0.04% 342
2023
Q2 		$8.98M Buy
186,563
+19,797
+12% +$901K 0.04% 353
2023
Q1 		$7.41M Buy
166,766
+2,991
+2% +$130K 0.03% 356
2022
Q4 		$6.81M Buy
163,775
+22
+0% +$920 0.03% 370
2022
Q3 		$6.36M Buy
163,753
+2,774
+2% +$119K 0.04% 347
2022
Q2 		$6.56M Buy
160,979
+9
+0% +$399 0.04% 321
2022
Q1 		$7.89M Sell
160,970
-2,057
-1% -$99.4K 0.05% 271
2021
Q4 		$8.43M Buy
163,027
+51
+0% +$2.56K 0.06% 262
2021
Q3 		$7.69M Buy
162,976
+39
+0% +$1.89K 0.06% 250
2021
Q2 		$7.68M Buy
+162,937
New +$7.59M 0.07% 233

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

CAPTRUST Financial Advisors's DFUS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.09% in Q2 2026, buying an estimated $67.5K and bringing the position to 922,805 shares worth $75.6M. The position accounts for 0.12% of the portfolio, ranked #155.

CAPTRUST Financial Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • CAPTRUST Financial Advisors held 922,805 shares of Dimensional US Equity ETF worth $75.6M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 854 Dimensional US Equity ETF shares in Q2 2026, an estimated $67.5K.
  • Dimensional US Equity ETF made up 0.12% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #155 holding.
  • CAPTRUST Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.