Copper Harbor Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Copper Harbor Investment Advisors’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	$2.07M	Buy	+25,310	New	+$2M	0.44%	42

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Copper Harbor Investment Advisors's DFUS Position: Q2 2026 in Review

Copper Harbor Investment Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 25,310 shares worth $2.07M. The stake represents 0.44% of the portfolio and ranks #42 among its holdings.

864 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Copper Harbor Investment Advisors held 25,310 shares of Dimensional US Equity ETF worth $2.07M as of Q2 2026.
Dimensional US Equity ETF was a new Copper Harbor Investment Advisors position in Q2 2026.
Dimensional US Equity ETF made up 0.44% of Copper Harbor Investment Advisors's portfolio in Q2 2026, its #42 holding.
864 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.