Cedar Point Capital Partners
DFUS icon

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
Q3 		$12.5M Buy
150,943
+184
+0.1% +$15.3K 7.18% 3
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 		$9.5M 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 		$9.7M Sell
165,174
-2,830
-2% -$161K 7.27% 3
2024
Q1 		$9.6M Buy
168,004
+2,629
+2% +$142K 7.27% 4
2023
Q4 		$8.57M Buy
+165,375
New +$8.01M 7.09% 4

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Index Fund Advisors
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Sax Wealth Advisors
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Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
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Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Cedar Point Capital Partners's DFUS Position: Q3 2026 in Review

Cedar Point Capital Partners increased its Dimensional US Equity ETF (DFUS) stake by 0.12% in Q3 2026, buying an estimated $15.3K and bringing the position to 150,943 shares worth $12.5M. The position accounts for 7.18% of the portfolio, ranked #3.

Cedar Point Capital Partners first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Cedar Point Capital Partners held 150,943 shares of Dimensional US Equity ETF worth $12.5M as of Q3 2026.
  • Cedar Point Capital Partners bought 184 Dimensional US Equity ETF shares in Q3 2026, an estimated $15.3K.
  • Dimensional US Equity ETF made up 7.18% of Cedar Point Capital Partners's portfolio in Q3 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 12 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Cedar Point Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.