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
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 $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return