CPC
DFUS

Consolidated Planning Corp’s Dimensional US Equity ETF DFUS Stock Holding History

Consolidated Planning Corp’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 		$5.17M Sell
63,058
-703
-1% -$55.6K 0.7% 29
2026
Q1 		$4.52M Buy
63,761
+21
+0% +$1.56K 0.73% 29
2025
Q4 		$4.73M Sell
63,740
-2,153
-3% -$158K 0.48% 67
2025
Q3 		$4.77M Buy
65,893
+239
+0.4% +$16.7K 0.5% 69
2025
Q2 		$4.4M Sell
65,654
-4,486
-6% -$278K 0.55% 62
2025
Q1 		$4.24M Sell
70,140
-26,396
-27% -$1.69M 0.58% 59
2024
Q4 		$6.15M Sell
96,536
-2,417
-2% -$155K 0.84% 37
2024
Q3 		$6.15M Sell
98,953
-13,103
-12% -$784K 0.92% 35
2024
Q2 		$6.59M Sell
112,056
-7,442
-6% -$423K 1.09% 27
2024
Q1 		$6.81M Sell
119,498
-37,652
-24% -$2.04M 1.16% 24
2023
Q4 		$8.15M Sell
157,150
-329
-0.2% -$15.9K 1.52% 17
2023
Q3 		$7.33M Sell
157,479
-1,853
-1% -$89.6K 1.62% 14
2023
Q2 		$7.67M Sell
159,332
-2,083
-1% -$94.8K 1.62% 14
2023
Q1 		$7.17M Sell
161,415
-4,957
-3% -$215K 1.86% 11
2022
Q4 		$6.92M Buy
+166,372
New +$6.96M 1.92% 12

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

Consolidated Planning Corp's DFUS Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q2 2026, selling an estimated $55.6K and leaving 63,058 shares worth $5.17M. The position accounts for 0.7% of the portfolio, ranked #29.

Consolidated Planning Corp first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.15M in Q4 2023. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Consolidated Planning Corp held 63,058 shares of Dimensional US Equity ETF worth $5.17M as of Q2 2026.
  • Consolidated Planning Corp sold 703 Dimensional US Equity ETF shares in Q2 2026, an estimated $55.6K.
  • Dimensional US Equity ETF made up 0.7% of Consolidated Planning Corp's portfolio in Q2 2026, its #29 holding.
  • Consolidated Planning Corp first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Consolidated Planning Corp's Dimensional US Equity ETF position peaked at $8.15M in Q4 2023.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.