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
Q2 		$13.6K Hold
166
– – ﹤0.01% 721
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 $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

Colonial Trust's DFUS Position: Q2 2026 in Review

Colonial Trust held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 166 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Colonial Trust first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $43.8K in Q4 2023. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Colonial Trust held 166 shares of Dimensional US Equity ETF worth $13.6K as of Q2 2026.
  • Colonial Trust left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #721 holding.
  • Colonial Trust first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust's Dimensional US Equity ETF position peaked at $43.8K in Q4 2023.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.