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 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 Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cedar Point Capital Partners's DFUS Position: Q1 2026 in Review

Cedar Point Capital Partners increased its Dimensional US Equity ETF (DFUS) stake by 3.3% in Q1 2026, buying an estimated $349K and bringing the position to 147,007 shares worth $10.4M. The position accounts for 6.77% of the portfolio, ranked #4.

Cedar Point Capital Partners first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.9M in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Cedar Point Capital Partners held 147,007 shares of Dimensional US Equity ETF worth $10.4M as of Q1 2026.
Cedar Point Capital Partners bought 4,705 Dimensional US Equity ETF shares in Q1 2026, an estimated $349K.
Dimensional US Equity ETF made up 6.77% of Cedar Point Capital Partners's portfolio in Q1 2026, its #4 holding.
Cedar Point Capital Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Cedar Point Capital Partners's Dimensional US Equity ETF position peaked at $10.9M in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.