Coldstream Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Coldstream Capital Management’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	$822K	Hold	10,027	–	–	0.01%	544
2026 Q1	$711K	Hold	10,027	–	–	0.01%	574
2025 Q4	$744K	Buy	10,027 +107	+1%	+$7.86K	0.01%	551
2025 Q3	$719K	Sell	9,920 -672	-6%	-$46.8K	0.01%	578
2025 Q2	$710K	Buy	10,592 +5,296	+100%	+$328K	0.01%	522
2025 Q1	$320K	Hold	5,296	–	–	0.01%	785
2024 Q4	$338K	Hold	5,296	–	–	0.01%	774
2024 Q3	$329K	Hold	5,296	–	–	0.01%	792
2024 Q2	$312K	Hold	5,296	–	–	0.01%	741
2024 Q1	$302K	Buy	+5,296	New	+$287K	0.01%	766

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

Coldstream Capital Management's DFUS Position: Q2 2026 in Review

Coldstream Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 10,027 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #544.

Coldstream Capital Management first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Coldstream Capital Management held 10,027 shares of Dimensional US Equity ETF worth $822K as of Q2 2026.
Coldstream Capital Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #544 holding.
Coldstream Capital Management first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.