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

Evergreen 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 Q3	$571K	Hold	6,872	–	–	0.01%	797
2026 Q2	$563K	Sell	6,872 -61	-0.9%	-$4.82K	0.01%	839
2026 Q1	$492K	Hold	6,933	–	–	0.01%	798
2025 Q4	$514K	Hold	6,933	–	–	0.01%	729
2025 Q3	$502K	Hold	6,933	–	–	0.01%	658
2025 Q2	$465K	Hold	6,933	–	–	0.01%	584
2025 Q1	$419K	Hold	6,933	–	–	0.01%	576
2024 Q4	$442K	Buy	6,933 +1,634	+31%	+$105K	0.01%	552
2024 Q3	$330K	Hold	5,299	–	–	0.01%	667
2024 Q2	$312K	Hold	5,299	–	–	0.01%	649
2024 Q1	$302K	Hold	5,299	–	–	0.01%	627
2023 Q4	$275K	Hold	5,299	–	–	0.01%	632
2023 Q3	$247K	Hold	5,299	–	–	0.01%	630
2023 Q2	$255K	Hold	5,299	–	–	0.01%	622
2023 Q1	$235K	Hold	5,299	–	–	0.01%	605
2022 Q4	$220K	Hold	5,299	–	–	0.01%	578
2022 Q3	$206K	Sell	5,299 -6,399	-55%	-$275K	0.01%	553
2022 Q2	$477K	Buy	+11,698	New	+$518K	0.02%	340

Other funds holding DFUS

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

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

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evergreen Capital Management's DFUS Position: Q3 2026 in Review

Evergreen Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 6,872 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #797.

Evergreen Capital Management first reported a position in DFUS in Q2 2022 and has held it in 18 quarters since. 313 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Evergreen Capital Management held 6,872 shares of Dimensional US Equity ETF worth $571K as of Q3 2026.
Evergreen Capital Management left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #797 holding.
Evergreen Capital Management first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 18 quarters since.
313 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.