CoreCap Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

CoreCap 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	$434K	Sell	5,301 -153	-3%	-$12.1K	0.01%	588
2026 Q1	$387K	Buy	5,454 +153	+3%	+$11.3K	0.01%	575
2025 Q4	$393K	Hold	5,301	–	–	0.01%	574
2025 Q3	$384K	Hold	5,301	–	–	0.01%	589
2025 Q2	$355K	Buy	+5,301	New	+$328K	0.01%	578

Other funds holding DFUS

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors's DFUS Position: Q2 2026 in Review

CoreCap Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 2.8% in Q2 2026, selling an estimated $12.1K and leaving 5,301 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #588.

CoreCap Advisors first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

CoreCap Advisors held 5,301 shares of Dimensional US Equity ETF worth $434K as of Q2 2026.
CoreCap Advisors sold 153 Dimensional US Equity ETF shares in Q2 2026, an estimated $12.1K.
Dimensional US Equity ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #588 holding.
CoreCap Advisors first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
224 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.