CPSAC
DFUS

Chas P. Smith & Associates (CPS)’s Dimensional US Equity ETF DFUS Stock Holding History

Chas P. Smith & Associates (CPS)’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 		$1.67M Buy
23,567
+4,839
+26% +$359K 0.09% 63
2025
Q4 		$1.39M Buy
+18,728
New +$1.38M 0.07% 66
2025
Q3 		– Sell
-21,140
Closed -$1.42M – 138
2025
Q2 		$1.42M Sell
21,140
-250
-1% -$15.5K 0.08% 64
2025
Q1 		$1.29M Hold
21,390
– – 0.08% 64
2024
Q4 		$1.36M Sell
21,390
-95
-0.4% -$6.09K 0.08% 62
2024
Q3 		$1.34M Sell
21,485
-125
-0.6% -$7.48K 0.08% 63
2024
Q2 		$1.27M Hold
21,610
– – 0.08% 62
2024
Q1 		$1.23M Hold
21,610
– – 0.07% 61
2023
Q4 		$1.12M Sell
21,610
-715
-3% -$34.6K 0.07% 53
2023
Q3 		$1.04M Sell
22,325
-1,550
-6% -$75K 0.08% 50
2023
Q2 		$1.15M Sell
23,875
-717
-3% -$32.6K 0.07% 51
2023
Q1 		$1.09M Sell
24,592
-150
-0.6% -$6.51K 0.07% 50
2022
Q4 		$1.03M Sell
24,742
-55
-0.2% -$2.3K 0.07% 51
2022
Q3 		$963K Sell
24,797
-160
-0.6% -$6.88K 0.08% 47
2022
Q2 		$1.02M Sell
24,957
-126
-0.5% -$5.58K 0.07% 53
2022
Q1 		$1.23M Sell
25,083
-168
-0.7% -$8.12K 0.09% 48
2021
Q4 		$1.3M Hold
25,251
– – 0.09% 50
2021
Q3 		$1.19M Hold
25,251
– – 0.09% 50
2021
Q2 		$1.19M Buy
+25,251
New +$1.18M 0.09% 50

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s DFUS Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) increased its Dimensional US Equity ETF (DFUS) stake by 26% in Q1 2026, buying an estimated $359K and bringing the position to 23,567 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #63.

Chas P. Smith & Associates (CPS) first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Chas P. Smith & Associates (CPS) held 23,567 shares of Dimensional US Equity ETF worth $1.67M as of Q1 2026.
  • Chas P. Smith & Associates (CPS) bought 4,839 Dimensional US Equity ETF shares in Q1 2026, an estimated $359K.
  • Dimensional US Equity ETF made up 0.09% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #63 holding.
  • Chas P. Smith & Associates (CPS) first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
  • 853 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.