CPG
DFUS

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
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

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 Planning Group's DFUS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Dimensional US Equity ETF (DFUS) stake by 29% in Q2 2026, buying an estimated $18.7K and bringing the position to 1,045 shares worth $85.4K. The position accounts for 0.01% of the portfolio, ranked #274.

Cornerstone Planning Group first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Cornerstone Planning Group held 1,045 shares of Dimensional US Equity ETF worth $85.4K as of Q2 2026.
  • Cornerstone Planning Group bought 236 Dimensional US Equity ETF shares in Q2 2026, an estimated $18.7K.
  • Dimensional US Equity ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #274 holding.
  • Cornerstone Planning Group first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.