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 Q2	$950K	Buy	11,594 +26	+0.2%	+$2.06K	0.01%	464
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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Curi RMB Capital's DFUS Position: Q2 2026 in Review

Curi RMB Capital increased its Dimensional US Equity ETF (DFUS) stake by 0.22% in Q2 2026, buying an estimated $2.06K and bringing the position to 11,594 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #464.

Curi RMB Capital first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Curi RMB Capital held 11,594 shares of Dimensional US Equity ETF worth $950K as of Q2 2026.
Curi RMB Capital bought 26 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.06K.
Dimensional US Equity ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #464 holding.
Curi RMB Capital first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.