City National Bank of Florida’s Dimensional US Equity ETF DFUS Stock Holding History

City National Bank of Florida’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	–	Sell	-3,711	Closed	-$263K	–	152
2026 Q1	$263K	Sell	3,711 -345	-9%	-$25.6K	0.16%	106
2025 Q4	$301K	Hold	4,056	–	–	0.2%	97
2025 Q3	$294K	Hold	4,056	–	–	0.19%	95
2025 Q2	$272K	Hold	4,056	–	–	0.2%	102
2025 Q1	$245K	Hold	4,056	–	–	0.22%	107
2024 Q4	$259K	Buy	+4,056	New	+$260K	0.24%	91

Other funds holding DFUS

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

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWWM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

City National Bank of Florida's DFUS Position: Q2 2026 in Review

City National Bank of Florida sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 3,711 shares — an estimated $263K sold.

City National Bank of Florida first reported a position in DFUS in Q4 2024 and held it in 6 quarters. The position peaked at $301K in Q4 2025. 668 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

City National Bank of Florida reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
City National Bank of Florida sold 3,711 Dimensional US Equity ETF shares in Q2 2026, an estimated $263K.
City National Bank of Florida first reported a position in Dimensional US Equity ETF in Q4 2024 and held it in 6 quarters.
City National Bank of Florida's Dimensional US Equity ETF position peaked at $301K in Q4 2025.
668 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.