CRC
DFUS

Curi RMB Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Curi RMB Capital’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 		$820K Buy
11,568
+24
+0.2% +$1.78K 0.01% 487
2025
Q4 		$856K Buy
11,544
+22
+0.2% +$1.62K 0.01% 492
2025
Q3 		$835K Buy
11,522
+26
+0.2% +$1.81K 0.02% 443
2025
Q2 		$770K Buy
11,496
+1,247
+12% +$77.2K 0.01% 451
2025
Q1 		$620K Buy
10,249
+22
+0.2% +$1.41K 0.02% 366
2024
Q4 		$652K Buy
10,227
+37
+0.4% +$2.37K 0.02% 381
2024
Q3 		$634K Buy
10,190
+25
+0.2% +$1.5K 0.01% 396
2024
Q2 		$598K Buy
10,165
+28
+0.3% +$1.59K 0.01% 395
2024
Q1 		$578K Buy
+10,137
New +$549K 0.01% 419

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

Curi RMB Capital's DFUS Position: Q1 2026 in Review

Curi RMB Capital increased its Dimensional US Equity ETF (DFUS) stake by 0.21% in Q1 2026, buying an estimated $1.78K and bringing the position to 11,568 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #487.

Curi RMB Capital first reported a position in DFUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $856K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Curi RMB Capital held 11,568 shares of Dimensional US Equity ETF worth $820K as of Q1 2026.
  • Curi RMB Capital bought 24 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.78K.
  • Dimensional US Equity ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #487 holding.
  • Curi RMB Capital first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • Curi RMB Capital's Dimensional US Equity ETF position peaked at $856K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.