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 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 Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Consolidated Planning Corp's DFUS Position: Q1 2026 in Review

Consolidated Planning Corp increased its Dimensional US Equity ETF (DFUS) stake by 0.03% in Q1 2026, buying an estimated $1.56K and bringing the position to 63,761 shares worth $4.52M. The position accounts for 0.73% of the portfolio, ranked #29.

Consolidated Planning Corp first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.15M in Q4 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Consolidated Planning Corp held 63,761 shares of Dimensional US Equity ETF worth $4.52M as of Q1 2026.
Consolidated Planning Corp bought 21 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.56K.
Dimensional US Equity ETF made up 0.73% of Consolidated Planning Corp's portfolio in Q1 2026, its #29 holding.
Consolidated Planning Corp first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Consolidated Planning Corp's Dimensional US Equity ETF position peaked at $8.15M in Q4 2023.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.