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
Q2 		$8.44M Buy
103,048
+9,836
+11% +$778K 0.76% 30
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

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

CVA Family Office's DFUS Position: Q2 2026 in Review

CVA Family Office increased its Dimensional US Equity ETF (DFUS) stake by 11% in Q2 2026, buying an estimated $778K and bringing the position to 103,048 shares worth $8.44M. The position accounts for 0.76% of the portfolio, ranked #30.

CVA Family Office first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • CVA Family Office held 103,048 shares of Dimensional US Equity ETF worth $8.44M as of Q2 2026.
  • CVA Family Office bought 9,836 Dimensional US Equity ETF shares in Q2 2026, an estimated $778K.
  • Dimensional US Equity ETF made up 0.76% of CVA Family Office's portfolio in Q2 2026, its #30 holding.
  • CVA Family Office first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.