Cornerstone Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Cornerstone Financial Group’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	$12.3M	Sell	148,016 -571	-0.4%	-$47.4K	7.13%	3
2026 Q2	$12.2M	Sell	148,587 -435	-0.3%	-$34.4K	7.5%	2
2026 Q1	$11.7M	Buy	149,022 +118	+0.1%	+$8.74K	7.51%	2
2025 Q4	$11M	Sell	148,904 -2,786	-2%	-$205K	7.71%	2
2025 Q3	$11M	Sell	151,690 -813	-0.5%	-$56.6K	8.51%	2
2025 Q2	$10.2M	Sell	152,503 -959	-0.6%	-$59.4K	8.69%	1
2025 Q1	$9.7M	Buy	153,462 +3,275	+2%	+$209K	8.73%	1
2024 Q4	$9.6M	Buy	+150,187	New	+$9.6M	9.43%	1

Other funds holding DFUS

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Cornerstone Financial Group's DFUS Position: Q3 2026 in Review

Cornerstone Financial Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.38% in Q3 2026, selling an estimated $47.4K and leaving 148,016 shares worth $12.3M. The position accounts for 7.13% of the portfolio, ranked #3.

Cornerstone Financial Group first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 721 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Cornerstone Financial Group held 148,016 shares of Dimensional US Equity ETF worth $12.3M as of Q3 2026.
Cornerstone Financial Group sold 571 Dimensional US Equity ETF shares in Q3 2026, an estimated $47.4K.
Dimensional US Equity ETF made up 7.13% of Cornerstone Financial Group's portfolio in Q3 2026, its #3 holding.
Cornerstone Financial Group first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
721 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.