CMP
DFUS

Coston McIsaac & Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Coston McIsaac & Partners’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 		$12.9M Buy
157,646
+24,915
+19% +$1.97M 2.6% 9
2026
Q1 		$9.41M Buy
132,731
+7,424
+6% +$550K 2.12% 11
2025
Q4 		$9.29M Buy
125,307
+32,664
+35% +$2.4M 2.16% 11
2025
Q3 		$6.71M Buy
92,643
+10,835
+13% +$755K 1.6% 16
2025
Q2 		$5.48M Buy
81,808
+9,273
+13% +$574K 1.42% 22
2025
Q1 		$4.39M Buy
72,535
+23,482
+48% +$1.5M 1.28% 28
2024
Q4 		$3.13M Buy
49,053
+32,194
+191% +$2.06M 0.93% 35
2024
Q3 		$1.05M Buy
16,859
+9,026
+115% +$540K 0.3% 55
2024
Q2 		$460K Buy
7,833
+7,829
+195,725% +$445K 0.15% 78
2024
Q1 		$0 Buy
+4
New +$217 ﹤0.01% 728

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

Coston McIsaac & Partners's DFUS Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional US Equity ETF (DFUS) stake by 19% in Q2 2026, buying an estimated $1.97M and bringing the position to 157,646 shares worth $12.9M. The position accounts for 2.6% of the portfolio, ranked #9.

Coston McIsaac & Partners first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Coston McIsaac & Partners held 157,646 shares of Dimensional US Equity ETF worth $12.9M as of Q2 2026.
  • Coston McIsaac & Partners bought 24,915 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.97M.
  • Dimensional US Equity ETF made up 2.6% of Coston McIsaac & Partners's portfolio in Q2 2026, its #9 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.