Central Trust Company’s Dimensional US Equity ETF DFUS Stock Holding History

Central Trust Company’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	$3.6M	Buy	43,984 +34,990	+389%	+$2.77M	0.07%	197
2026 Q1	$638K	Sell	8,994 -265	-3%	-$19.6K	0.01%	406
2025 Q4	$687K	Hold	9,259	–	–	0.01%	380
2025 Q3	$671K	Hold	9,259	–	–	0.01%	387
2025 Q2	$621K	Buy	9,259 +3,160	+52%	+$196K	0.01%	382
2025 Q1	$369K	Hold	6,099	–	–	0.01%	458
2024 Q4	$389K	Hold	6,099	–	–	0.01%	451
2024 Q3	$379K	Hold	6,099	–	–	0.01%	451
2024 Q2	$359K	Hold	6,099	–	–	0.01%	453
2024 Q1	$348K	Hold	6,099	–	–	0.01%	476
2023 Q4	$316K	Hold	6,099	–	–	0.01%	472
2023 Q3	$284K	Hold	6,099	–	–	0.01%	490
2023 Q2	$294K	Hold	6,099	–	–	0.01%	489
2023 Q1	$271K	Hold	6,099	–	–	0.01%	493
2022 Q4	$254K	Hold	6,099	–	–	0.01%	491
2022 Q3	$237K	Hold	6,099	–	–	0.01%	497
2022 Q2	$249K	Hold	6,099	–	–	0.01%	486
2022 Q1	$299K	Hold	6,099	–	–	0.01%	492
2021 Q4	$315K	Sell	6,099 -309	-5%	-$15.5K	0.01%	502
2021 Q3	$302K	Buy	6,408 +309	+5%	+$15K	0.01%	486
2021 Q2	$287K	Buy	+6,099	New	+$284K	0.01%	480

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Central Trust Company's DFUS Position: Q2 2026 in Review

Central Trust Company increased its Dimensional US Equity ETF (DFUS) stake by 389% in Q2 2026, buying an estimated $2.77M and bringing the position to 43,984 shares worth $3.6M. The position accounts for 0.07% of the portfolio, ranked #197.

Central Trust Company first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Central Trust Company held 43,984 shares of Dimensional US Equity ETF worth $3.6M as of Q2 2026.
Central Trust Company bought 34,990 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.77M.
Dimensional US Equity ETF made up 0.07% of Central Trust Company's portfolio in Q2 2026, its #197 holding.
Central Trust Company first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.