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CFO
DFUS
CVA Family Office’s
Dimensional US Equity ETF
DFUS
Stock Holding History
CVA Family Office’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
$6.61M
Buy
93,212
+12,711
+16%
+$942K
0.7%
34
2025
Q4
$5.97M
Buy
80,501
+9,066
+13%
+$666K
0.69%
37
2025
Q3
$5.17M
Buy
71,435
+2,304
+3%
+$161K
0.67%
37
2025
Q2
$4.63M
Sell
69,131
-24,436
-26%
-$1.51M
0.65%
38
2025
Q1
$5.66M
Buy
93,567
+14,189
+18%
+$907K
0.87%
31
2024
Q4
$5.06M
Sell
79,378
-14,590
-16%
-$935K
0.8%
34
2024
Q3
$5.84M
Buy
93,968
+45,949
+96%
+$2.75M
0.95%
27
2024
Q2
$2.83M
Buy
48,019
+759
+2%
+$43.1K
0.51%
42
2024
Q1
$2.69M
Buy
47,260
+1,897
+4%
+$103K
0.48%
44
2023
Q4
$2.35M
Buy
45,363
+204
+0.5%
+$9.88K
0.46%
43
2023
Q3
$2.1M
Sell
45,159
-7,537
-14%
-$365K
0.48%
44
2023
Q2
$2.54M
Buy
52,696
+177
+0.3%
+$8.05K
0.53%
39
2023
Q1
$2.33M
Buy
52,519
+163
+0.3%
+$7.08K
0.52%
38
2022
Q4
$2.18M
Sell
52,356
-8,949
-15%
-$374K
0.53%
38
2022
Q3
$2.38M
Sell
61,305
-8,460
-12%
-$364K
0.65%
39
2022
Q2
$2.84M
Sell
69,765
-6,651
-9%
-$295K
0.77%
32
2022
Q1
$3.75M
Buy
76,416
+19,933
+35%
+$964K
0.9%
27
2021
Q4
$2.92M
Buy
+56,483
New
+$2.84M
0.73%
32
2021
Q3
–
Sell
-51,258
Closed
-$2.42M
–
487
2021
Q2
$2.42M
Buy
+51,258
New
+$2.39M
0.69%
32
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$81.2B AUM
27.81%
1-Year Est. Return
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
$3.52B AUM
22.33%
1-Year Est. Return
SWA
Sax Wealth Advisors
Parsippany, New Jersey
$2.46B AUM
19.75%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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