CFG
DFUS

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
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 		$9.71M Buy
153,462
+3,275
+2% +$209K 8.73% 1
2024
Q4 		$9.57M Buy
+150,187
New +$9.63M 9.43% 1

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Cornerstone Financial Group's DFUS Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.29% in Q2 2026, selling an estimated $34.4K and leaving 148,587 shares worth $12.2M. The position accounts for 7.5% of the portfolio, ranked #2.

Cornerstone Financial Group first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Cornerstone Financial Group held 148,587 shares of Dimensional US Equity ETF worth $12.2M as of Q2 2026.
  • Cornerstone Financial Group sold 435 Dimensional US Equity ETF shares in Q2 2026, an estimated $34.4K.
  • Dimensional US Equity ETF made up 7.5% of Cornerstone Financial Group's portfolio in Q2 2026, its #2 holding.
  • Cornerstone Financial Group first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.