DCM
DFUS

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
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

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. 871 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.
  • 871 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.