Davis Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Davis Capital Management’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	–	Sell	-226	Closed	-$16K	–	1273
2026 Q1	$16K	Buy	226 +33	+17%	+$2.44K	0.01%	196
2025 Q4	$14.3K	Buy	193 +48	+33%	+$3.53K	0.01%	209
2025 Q3	$10.5K	Buy	+145	New	+$10.1K	0.01%	218
2025 Q1	$6.44K	Buy	107 +41	+62%	+$2.62K	0.01%	244
2024 Q4	$4.23K	Buy	66 +46	+230%	+$2.95K	﹤0.01%	266
2024 Q3	$1.25K	Buy	+20	New	+$1.2K	﹤0.01%	314

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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Davis Capital Management's DFUS Position: Q2 2026 in Review

Davis Capital Management sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 226 shares — an estimated $16K sold.

Davis Capital Management first reported a position in DFUS in Q3 2024 and held it in 6 quarters. The position peaked at $16K in Q1 2026. 877 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Davis Capital Management reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
Davis Capital Management sold 226 Dimensional US Equity ETF shares in Q2 2026, an estimated $16K.
Davis Capital Management first reported a position in Dimensional US Equity ETF in Q3 2024 and held it in 6 quarters.
Davis Capital Management's Dimensional US Equity ETF position peaked at $16K in Q1 2026.
877 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.