FIC
DFUS

FCG Investment Company’s Dimensional US Equity ETF DFUS Stock Holding History

FCG Investment Company’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 		$3.82M Sell
46,673
-107,963
-70% -$8.54M 1.32% 16
2026
Q1 		$11M Buy
+154,636
New +$11.5M 4.81% 6

Other funds holding DFUS

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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FCG Investment Company's DFUS Position: Q2 2026 in Review

FCG Investment Company reduced its Dimensional US Equity ETF (DFUS) stake by 70% in Q2 2026, selling an estimated $8.54M and leaving 46,673 shares worth $3.82M. The position accounts for 1.32% of the portfolio, ranked #16.

FCG Investment Company first reported a position in DFUS in Q1 2026 and has held it in 2 quarters since. The position peaked at $11M in Q1 2026. 373 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • FCG Investment Company held 46,673 shares of Dimensional US Equity ETF worth $3.82M as of Q2 2026.
  • FCG Investment Company sold 107,963 Dimensional US Equity ETF shares in Q2 2026, an estimated $8.54M.
  • Dimensional US Equity ETF made up 1.32% of FCG Investment Company's portfolio in Q2 2026, its #16 holding.
  • FCG Investment Company first reported a position in Dimensional US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • FCG Investment Company's Dimensional US Equity ETF position peaked at $11M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.