DSG Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

DSG Capital Advisors’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 Q3	$392K	Hold	4,727	–	–	0.06%	99
2026 Q2	$389K	Hold	4,727	–	–	0.06%	96
2026 Q1	$335K	Hold	4,727	–	–	0.05%	107
2025 Q4	$357K	Hold	4,727	–	–	0.05%	104
2025 Q3	$342K	Hold	4,727	–	–	0.05%	106
2025 Q2	$317K	Hold	4,727	–	–	0.06%	106
2025 Q1	$286K	Hold	4,727	–	–	0.06%	109
2024 Q4	$301K	Buy	+4,727	New	+$303K	0.05%	104

Other funds holding DFUS

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

DSG Capital Advisors's DFUS Position: Q3 2026 in Review

DSG Capital Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 4,727 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #99.

DSG Capital Advisors first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 574 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

DSG Capital Advisors held 4,727 shares of Dimensional US Equity ETF worth $392K as of Q3 2026.
DSG Capital Advisors left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.06% of DSG Capital Advisors's portfolio in Q3 2026, its #99 holding.
DSG Capital Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
574 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on DSG Capital Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.