CFS
DFUS

CRA Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

CRA Financial Services’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 		$1.26M Hold
17,805
– – 0.16% 107
2025
Q4 		$1.32M Buy
17,805
+1,217
+7% +$89.4K 0.17% 101
2025
Q3 		$1.2M Buy
16,588
+720
+5% +$50.2K 0.16% 105
2025
Q2 		$1.06M Hold
15,868
– – 0.16% 107
2025
Q1 		$960K Hold
15,868
– – 0.16% 113
2024
Q4 		$1.01M Hold
15,868
– – 0.17% 102
2024
Q3 		$987K Hold
15,868
– – 0.18% 101
2024
Q2 		$934K Hold
15,868
– – 0.19% 94
2024
Q1 		$904K Hold
15,868
– – 0.2% 85
2023
Q4 		$822K Hold
15,868
– – 0.2% 86
2023
Q3 		$739K Hold
15,868
– – 0.2% 83
2023
Q2 		$764K Hold
15,868
– – 0.21% 83
2023
Q1 		$705K Sell
15,868
-878
-5% -$38.1K 0.21% 88
2022
Q4 		$697K Hold
16,746
– – 0.23% 84
2022
Q3 		$650K Hold
16,746
– – 0.23% 81
2022
Q2 		$682K Buy
+16,746
New +$742K 0.23% 86
2022
Q1 		– Sell
-16,746
Closed -$866K – 212
2021
Q4 		$866K Hold
16,746
– – 0.26% 75
2021
Q3 		$790K Hold
16,746
– – 0.27% 74
2021
Q2 		$789K Buy
+16,746
New +$781K 0.27% 73

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 $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return