CT
DFUS

Colonial Trust’s Dimensional US Equity ETF DFUS Stock Holding History

Colonial Trust’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 		$11.8K Hold
166
– – ﹤0.01% 742
2025
Q4 		$12.3K Sell
166
-234
-59% -$17.2K ﹤0.01% 734
2025
Q3 		$29K Hold
400
– – ﹤0.01% 619
2025
Q2 		$26.8K Hold
400
– – ﹤0.01% 632
2025
Q1 		$24.2K Sell
400
-30
-7% -$1.92K ﹤0.01% 658
2024
Q4 		$27.4K Buy
430
+30
+8% +$1.92K ﹤0.01% 721
2024
Q3 		$24.9K Hold
400
– – ﹤0.01% 674
2024
Q2 		$23.5K Hold
400
– – ﹤0.01% 640
2024
Q1 		$22.8K Sell
400
-445
-53% -$24.1K ﹤0.01% 635
2023
Q4 		$43.8K Hold
845
– – 0.01% 523
2023
Q3 		$39.3K Hold
845
– – 0.01% 520
2023
Q2 		$40.7K Hold
845
– – 0.01% 509
2023
Q1 		$37.5K Hold
845
– – 0.01% 505
2022
Q4 		$35.2K Buy
+845
New +$35.3K 0.01% 495

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return