Certified Advisory Corp’s Dimensional US Equity ETF DFUS Stock Holding History

Certified Advisory Corp’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	$17.2M	Buy	209,395 +12,756	+6%	+$1.01M	1.38%	19
2026 Q1	$13.9M	Buy	196,639 +10,723	+6%	+$795K	1.25%	22
2025 Q4	$13.8M	Buy	185,916 +18,865	+11%	+$1.39M	1.26%	19
2025 Q3	$12.1M	Buy	167,051 +60,065	+56%	+$4.18M	1.15%	21
2025 Q2	$7.17M	Buy	106,986 +6,347	+6%	+$393K	0.75%	46
2025 Q1	$6.09M	Buy	100,639 +899	+0.9%	+$57.4K	0.69%	45
2024 Q4	$6.36M	Sell	99,740 -1,508	-1%	-$96.7K	0.69%	50
2024 Q3	$6.3M	Sell	101,248 -1,669	-2%	-$99.9K	0.7%	44
2024 Q2	$6.06M	Buy	102,917 +474	+0.5%	+$26.9K	0.76%	39
2024 Q1	$5.84M	Sell	102,443 -7,991	-7%	-$433K	0.81%	34
2023 Q4	$5.72M	Buy	+110,434	New	+$5.35M	0.87%	28

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Certified Advisory Corp's DFUS Position: Q2 2026 in Review

Certified Advisory Corp increased its Dimensional US Equity ETF (DFUS) stake by 6.5% in Q2 2026, buying an estimated $1.01M and bringing the position to 209,395 shares worth $17.2M. The position accounts for 1.38% of the portfolio, ranked #19.

Certified Advisory Corp first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Certified Advisory Corp held 209,395 shares of Dimensional US Equity ETF worth $17.2M as of Q2 2026.
Certified Advisory Corp bought 12,756 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.01M.
Dimensional US Equity ETF made up 1.38% of Certified Advisory Corp's portfolio in Q2 2026, its #19 holding.
Certified Advisory Corp first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.