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

Cornerstone Planning 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	–	Sell	-1,045	Closed	-$85.4K	–	550
2026 Q2	$85.4K	Buy	1,045 +236	+29%	+$18.7K	0.01%	274
2026 Q1	$63.8K	Buy	809 +2	+0.2%	+$148	0.01%	343
2025 Q4	$61.2K	Buy	807 +555	+220%	+$40.8K	0.01%	299
2025 Q3	$17.1K	Sell	252 -551	-69%	-$38.4K	﹤0.01%	632
2025 Q2	$54.8K	Buy	803 +2	+0.2%	+$124	0.01%	223
2025 Q1	$46.4K	Buy	801 +541	+208%	+$34.6K	0.01%	250
2024 Q4	$17K	Buy	260 +1	+0.4%	+$64	﹤0.01%	335
2024 Q3	$16.3K	Buy	259 +1	+0.4%	+$60	﹤0.01%	332
2024 Q2	$14.5K	Hold	258	–	–	﹤0.01%	370
2024 Q1	$14.4K	Sell	258 -603	-70%	-$32.6K	﹤0.01%	344
2023 Q4	$44.6K	Hold	861	–	–	0.01%	196
2023 Q3	$40.1K	Hold	861	–	–	0.02%	208
2023 Q2	$41.5K	Buy	+861	New	+$39.2K	0.02%	272
2022 Q4	$80.9K	Buy	+1,913	New	+$80K	0.03%	188

Other funds holding DFUS

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

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

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Dimensional US Equity ETF (DFUS) in Q3 2026, closing a stake of 1,045 shares — an estimated $85.4K sold.

Cornerstone Planning Group first reported a position in DFUS in Q4 2022 and held it in 14 quarters. The position peaked at $85.4K in Q2 2026. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Cornerstone Planning Group reported no remaining Dimensional US Equity ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,045 Dimensional US Equity ETF shares in Q3 2026, an estimated $85.4K.
Cornerstone Planning Group first reported a position in Dimensional US Equity ETF in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Dimensional US Equity ETF position peaked at $85.4K in Q2 2026.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.