CPCP
DFUS

Cedar Point Capital Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Cedar Point Capital Partners’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 		$12.4M Buy
150,759
+3,752
+3% +$297K 7.11% 3
2026
Q1 		$10.4M Buy
147,007
+4,705
+3% +$349K 6.77% 4
2025
Q4 		$10.6M Sell
142,302
-8,232
-5% -$605K 6.74% 3
2025
Q3 		$10.9M Buy
150,534
+760
+0.5% +$52.9K 7.15% 3
2025
Q2 		$10M Sell
149,774
-7,726
-5% -$478K 7.08% 3
2025
Q1 		$9.53M Buy
157,500
+2,253
+1% +$144K 6.4% 4
2024
Q4 		$9.9M Sell
155,247
-634
-0.4% -$40.7K 6.7% 4
2024
Q3 		$9.7M Sell
155,881
-9,293
-6% -$556K 6.66% 5
2024
Q2 		$9.72M Sell
165,174
-2,830
-2% -$161K 7.27% 3
2024
Q1 		$9.57M Buy
168,004
+2,629
+2% +$142K 7.27% 4
2023
Q4 		$8.57M Buy
+165,375
New +$8.01M 7.09% 4

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

Cedar Point Capital Partners's DFUS Position: Q2 2026 in Review

Cedar Point Capital Partners increased its Dimensional US Equity ETF (DFUS) stake by 2.6% in Q2 2026, buying an estimated $297K and bringing the position to 150,759 shares worth $12.4M. The position accounts for 7.11% of the portfolio, ranked #3.

Cedar Point Capital Partners first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Cedar Point Capital Partners held 150,759 shares of Dimensional US Equity ETF worth $12.4M as of Q2 2026.
  • Cedar Point Capital Partners bought 3,752 Dimensional US Equity ETF shares in Q2 2026, an estimated $297K.
  • Dimensional US Equity ETF made up 7.11% of Cedar Point Capital Partners's portfolio in Q2 2026, its #3 holding.
  • Cedar Point Capital Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.