CGN Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

CGN Advisors’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	$12M	Buy	+145,904	New	+$11.5M	0.87%	25
2026 Q1	–	Sell	-4,064	Closed	-$301K	–	318
2025 Q4	$301K	Hold	4,064	–	–	0.02%	271
2025 Q3	$294K	Hold	4,064	–	–	0.02%	267
2025 Q2	$272K	Hold	4,064	–	–	0.02%	271
2025 Q1	$246K	Buy	+4,064	New	+$260K	0.02%	275
2022 Q4	–	Sell	-6,864	Closed	-$266K	–	218
2022 Q3	$266K	Sell	6,864 -11	-0.2%	-$473	0.07%	200
2022 Q2	$280K	Sell	6,875 -14,170	-67%	-$628K	0.08%	181
2022 Q1	$1.03M	Sell	21,045 -1,803	-8%	-$87.2K	0.26%	86
2021 Q4	$1.18M	Buy	22,848 +3,304	+17%	+$166K	0.31%	75
2021 Q3	$922K	Hold	19,544	–	–	0.3%	74
2021 Q2	$921K	Buy	+19,544	New	+$911K	0.29%	77

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

CGN Advisors's DFUS Position: Q2 2026 in Review

CGN Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 145,904 shares worth $12M. The stake represents 0.87% of the portfolio and ranks #25 among its holdings. This is a return to the name: CGN Advisors previously reported a position in DFUS as recently as Q4 2025.

CGN Advisors first reported a position in DFUS in Q2 2021 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

CGN Advisors held 145,904 shares of Dimensional US Equity ETF worth $12M as of Q2 2026.
Dimensional US Equity ETF was a new CGN Advisors position in Q2 2026.
Dimensional US Equity ETF made up 0.87% of CGN Advisors's portfolio in Q2 2026, its #25 holding.
CGN Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 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 CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.