CAM
DFUS

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

Cresset 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 		$3.28M Sell
39,974
-9,584
-19% -$758K 0.01% 520
2026
Q1 		$3.51M Sell
49,558
-408
-0.8% -$30.2K 0.02% 441
2025
Q4 		$3.71M Sell
49,966
-134
-0.3% -$9.85K 0.02% 419
2025
Q3 		$3.63M Sell
50,100
-1,251
-2% -$87.2K 0.02% 411
2025
Q2 		$3.44M Sell
51,351
-4,339
-8% -$269K 0.02% 396
2025
Q1 		$3.37M Buy
55,690
+4,176
+8% +$267K 0.02% 413
2024
Q4 		$3.28M Sell
51,514
-107,354
-68% -$6.88M 0.02% 429
2024
Q3 		$9.88M Sell
158,868
-1,004
-0.6% -$60.1K 0.04% 308
2024
Q2 		$9.41M Sell
159,872
-2,341
-1% -$133K 0.04% 295
2024
Q1 		$9.24M Sell
162,213
-705
-0.4% -$38.2K 0.04% 266
2023
Q4 		$8.44M Sell
162,918
-3,022
-2% -$146K 0.05% 239
2023
Q3 		$7.72M Sell
165,940
-11,796
-7% -$571K 0.03% 249
2023
Q2 		$8.56M Buy
177,736
+4,047
+2% +$184K 0.01% 287
2023
Q1 		$7.72M Sell
173,689
-1,955
-1% -$84.9K 0.15% 96
2022
Q4 		$7.31M Sell
175,644
-3,539
-2% -$148K 0.09% 95
2022
Q3 		$6.96M Sell
179,183
-2,164
-1% -$93.1K 0.09% 97
2022
Q2 		$7.39M Buy
181,347
+104,581
+136% +$4.63M 0.09% 94
2022
Q1 		$3.76M Sell
76,766
-6,022
-7% -$291K 0.04% 160
2021
Q4 		$4.28M Buy
82,788
+3,000
+4% +$151K 0.04% 162
2021
Q3 		$3.76M Buy
+79,788
New +$3.86M 0.05% 144

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

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

Cresset Asset Management reduced its Dimensional US Equity ETF (DFUS) stake by 19% in Q2 2026, selling an estimated $758K and leaving 39,974 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #520.

Cresset Asset Management first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.88M in Q3 2024. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Cresset Asset Management held 39,974 shares of Dimensional US Equity ETF worth $3.28M as of Q2 2026.
  • Cresset Asset Management sold 9,584 Dimensional US Equity ETF shares in Q2 2026, an estimated $758K.
  • Dimensional US Equity ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #520 holding.
  • Cresset Asset Management first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
  • Cresset Asset Management's Dimensional US Equity ETF position peaked at $9.88M in Q3 2024.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.