CAM
DFUS

CPA Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

CPA Asset Management’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 		$2.74M Sell
33,405
-71,004
-68% -$5.61M 0.79% 22
2026
Q1 		$7.4M Sell
104,409
-5,733
-5% -$425K 2.48% 14
2025
Q4 		$8.17M Sell
110,142
-8,063
-7% -$592K 2.87% 11
2025
Q3 		$8.56M Buy
118,205
+8,007
+7% +$558K 3.3% 11
2025
Q2 		$7.39M Sell
110,198
-90
-0.1% -$5.57K 3.1% 11
2025
Q1 		$6.67M Sell
110,288
-972
-0.9% -$62.1K 2.94% 11
2024
Q4 		$7.09M Buy
111,260
+9,382
+9% +$602K 3.3% 11
2024
Q3 		$6.34M Buy
101,878
+1,078
+1% +$64.5K 3.06% 9
2024
Q2 		$5.93M Buy
100,800
+31,064
+45% +$1.77M 3.18% 8
2024
Q1 		$3.97M Buy
69,736
+64,762
+1,302% +$3.51M 2.22% 12
2023
Q4 		$258K Buy
+4,974
New +$241K 0.16% 67

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CPA Asset Management's DFUS Position: Q2 2026 in Review

CPA Asset Management reduced its Dimensional US Equity ETF (DFUS) stake by 68% in Q2 2026, selling an estimated $5.61M and leaving 33,405 shares worth $2.74M. The position accounts for 0.79% of the portfolio, ranked #22.

CPA Asset Management first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.56M in Q3 2025. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • CPA Asset Management held 33,405 shares of Dimensional US Equity ETF worth $2.74M as of Q2 2026.
  • CPA Asset Management sold 71,004 Dimensional US Equity ETF shares in Q2 2026, an estimated $5.61M.
  • Dimensional US Equity ETF made up 0.79% of CPA Asset Management's portfolio in Q2 2026, its #22 holding.
  • CPA Asset Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • CPA Asset Management's Dimensional US Equity ETF position peaked at $8.56M in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.