CWM
DFUS

Cooke Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Cooke Wealth 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 		$560K Buy
6,829
+1,989
+41% +$157K 0.46% 27
2026
Q1 		$343K Buy
4,840
+154
+3% +$11.4K 0.3% 34
2025
Q4 		$353K Buy
+4,686
New +$344K 0.31% 32

Other funds holding DFUS

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cooke Wealth Management's DFUS Position: Q2 2026 in Review

Cooke Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 41% in Q2 2026, buying an estimated $157K and bringing the position to 6,829 shares worth $560K. The position accounts for 0.46% of the portfolio, ranked #27.

Cooke Wealth Management first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Cooke Wealth Management held 6,829 shares of Dimensional US Equity ETF worth $560K as of Q2 2026.
  • Cooke Wealth Management bought 1,989 Dimensional US Equity ETF shares in Q2 2026, an estimated $157K.
  • Dimensional US Equity ETF made up 0.46% of Cooke Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Cooke Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 557 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.