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 Q3	–	Sell	-5,301	Closed	-$434K	–	3209
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

CoreCap Advisors's DFUS Position: Q3 2026 in Review

CoreCap Advisors sold out of Dimensional US Equity ETF (DFUS) in Q3 2026, closing a stake of 5,301 shares — an estimated $434K sold.

CoreCap Advisors first reported a position in DFUS in Q2 2025 and held it in 5 quarters. The position peaked at $434K in Q2 2026. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

CoreCap Advisors reported no remaining Dimensional US Equity ETF position as of Q3 2026 after selling out during the quarter.
CoreCap Advisors sold 5,301 Dimensional US Equity ETF shares in Q3 2026, an estimated $434K.
CoreCap Advisors first reported a position in Dimensional US Equity ETF in Q2 2025 and held it in 5 quarters.
CoreCap Advisors's Dimensional US Equity ETF position peaked at $434K in Q2 2026.
637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.