First National Bank & Trust Co of Newtown’s Dimensional US Equity ETF DFUS Stock Holding History

First National Bank & Trust Co of Newtown’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	$8.2M	Sell	100,458 -5,009	-5%	-$396K	1.67%	10
2026 Q1	$7.48M	Sell	105,467 -11,382	-10%	-$843K	1.61%	11
2025 Q4	$8.67M	Buy	116,849 +8,535	+8%	+$627K	1.59%	11
2025 Q3	$7.85M	Buy	108,314 +13,450	+14%	+$937K	1.49%	12
2025 Q2	$6.36M	Buy	94,864 +11,650	+14%	+$721K	1.27%	13
2025 Q1	$5.03M	Buy	83,214 +12,505	+18%	+$799K	1.06%	17
2024 Q4	$4.51M	Buy	70,709 +7,770	+12%	+$498K	0.94%	18
2024 Q3	$3.91M	Buy	62,939 +8,105	+15%	+$485K	0.75%	22
2024 Q2	$3.23M	Buy	54,834 +23,977	+78%	+$1.36M	0.66%	22
2024 Q1	$1.76M	Buy	+30,857	New	+$1.67M	0.36%	36

Other funds holding DFUS

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

First National Bank & Trust Co of Newtown's DFUS Position: Q2 2026 in Review

First National Bank & Trust Co of Newtown reduced its Dimensional US Equity ETF (DFUS) stake by 4.7% in Q2 2026, selling an estimated $396K and leaving 100,458 shares worth $8.2M. The position accounts for 1.67% of the portfolio, ranked #10.

First National Bank & Trust Co of Newtown first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.67M in Q4 2025. 641 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

First National Bank & Trust Co of Newtown held 100,458 shares of Dimensional US Equity ETF worth $8.2M as of Q2 2026.
First National Bank & Trust Co of Newtown sold 5,009 Dimensional US Equity ETF shares in Q2 2026, an estimated $396K.
Dimensional US Equity ETF made up 1.67% of First National Bank & Trust Co of Newtown's portfolio in Q2 2026, its #10 holding.
First National Bank & Trust Co of Newtown first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
First National Bank & Trust Co of Newtown's Dimensional US Equity ETF position peaked at $8.67M in Q4 2025.
641 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on First National Bank & Trust Co of Newtown's 13F filing for Q2 2026, filed 6 Aug 2026.