CW
DFUS

Curio Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Curio Wealth’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 Buy
40,002
+1
+0% +$79 1.02% 16
2026
Q1 		$2.84M Buy
40,001
+3,394
+9% +$251K 0.97% 17
2025
Q4 		$2.75M Sell
36,607
-63
-0.2% -$4.63K 0.97% 17
2025
Q3 		$2.66M Sell
36,670
-89
-0.2% -$6.2K 1.09% 18
2025
Q2 		$2.46M Buy
36,759
+36,738
+174,943% +$2.27M 1.08% 18
2025
Q1 		$2.38M Sell
21
-37,340
-100% -$2.39M 1.24% 19
2024
Q4 		$2.38M Buy
+37,361
New +$2.4M 1.28% 19

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

Curio Wealth's DFUS Position: Q2 2026 in Review

Curio Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0% in Q2 2026, buying an estimated $79 and bringing the position to 40,002 shares worth $3.28M. The position accounts for 1.02% of the portfolio, ranked #16.

Curio Wealth first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Curio Wealth held 40,002 shares of Dimensional US Equity ETF worth $3.28M as of Q2 2026.
  • Curio Wealth bought 1 Dimensional US Equity ETF share in Q2 2026, an estimated $79.
  • Dimensional US Equity ETF made up 1.02% of Curio Wealth's portfolio in Q2 2026, its #16 holding.
  • Curio Wealth first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.