CC
DFUS

Citrine Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Citrine Capital’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 		$2.01M Hold
24,476
– – 0.74% 14
2026
Q1 		$1.74M Hold
24,476
– – 0.75% 13
2025
Q4 		$1.82M Hold
24,476
– – 0.84% 13
2025
Q3 		$1.77M Hold
24,476
– – 0.82% 13
2025
Q2 		$1.64M Hold
24,476
– – 0.87% 13
2025
Q1 		$1.48M Sell
24,476
-399
-2% -$25.5K 0.93% 14
2024
Q4 		$1.59M Buy
+24,875
New +$1.59M 1.17% 12

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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Citrine Capital's DFUS Position: Q2 2026 in Review

Citrine Capital held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 24,476 shares worth $2.01M. The position accounts for 0.74% of the portfolio, ranked #14.

Citrine Capital first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Citrine Capital held 24,476 shares of Dimensional US Equity ETF worth $2.01M as of Q2 2026.
  • Citrine Capital left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.74% of Citrine Capital's portfolio in Q2 2026, its #14 holding.
  • Citrine Capital first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 864 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.