Cogent Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Cogent Private Wealth’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	$977K	Sell	11,925 -973	-8%	-$76.9K	0.61%	43
2026 Q1	$915K	Buy	12,898 +217	+2%	+$16.1K	0.66%	39
2025 Q4	$941K	Buy	+12,681	New	+$932K	0.72%	39

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

Cogent Private Wealth's DFUS Position: Q2 2026 in Review

Cogent Private Wealth reduced its Dimensional US Equity ETF (DFUS) stake by 7.5% in Q2 2026, selling an estimated $76.9K and leaving 11,925 shares worth $977K. The position accounts for 0.61% of the portfolio, ranked #43.

Cogent Private Wealth first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Cogent Private Wealth held 11,925 shares of Dimensional US Equity ETF worth $977K as of Q2 2026.
Cogent Private Wealth sold 973 Dimensional US Equity ETF shares in Q2 2026, an estimated $76.9K.
Dimensional US Equity ETF made up 0.61% of Cogent Private Wealth's portfolio in Q2 2026, its #43 holding.
Cogent Private Wealth first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.