DCA
DFUS

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
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

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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 $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

DSG Capital Advisors's DFUS Position: Q1 2026 in Review

DSG Capital Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 4,727 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #107.

DSG Capital Advisors first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $357K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • DSG Capital Advisors held 4,727 shares of Dimensional US Equity ETF worth $335K as of Q1 2026.
  • DSG Capital Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.05% of DSG Capital Advisors's portfolio in Q1 2026, its #107 holding.
  • DSG Capital Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • DSG Capital Advisors's Dimensional US Equity ETF position peaked at $357K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.