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 Q3	$1.34M	Sell	16,143 -17,262	-52%	-$1.43M	0.38%	30
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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

CPA Asset Management's DFUS Position: Q3 2026 in Review

CPA Asset Management reduced its Dimensional US Equity ETF (DFUS) stake by 52% in Q3 2026, selling an estimated $1.43M and leaving 16,143 shares worth $1.34M. The position accounts for 0.38% of the portfolio, ranked #30.

CPA Asset Management first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.56M in Q3 2025. 415 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

CPA Asset Management held 16,143 shares of Dimensional US Equity ETF worth $1.34M as of Q3 2026.
CPA Asset Management sold 17,262 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.43M.
Dimensional US Equity ETF made up 0.38% of CPA Asset Management's portfolio in Q3 2026, its #30 holding.
CPA Asset Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
CPA Asset Management's Dimensional US Equity ETF position peaked at $8.56M in Q3 2025.
415 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on CPA Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.