Fort Point Capital Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Fort Point Capital Partners’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	$2.18M	Buy	+26,625	New	+$2.11M	0.15%	70
2026 Q1	–	Sell	-2,764	Closed	-$209K	–	229
2025 Q4	$209K	Sell	2,764 -819	-23%	-$60.2K	0.02%	223
2025 Q3	$260K	Buy	3,583 +199	+6%	+$13.9K	0.03%	196
2025 Q2	$227K	Sell	3,384 -2,702	-44%	-$167K	0.02%	306
2025 Q1	$368K	Hold	6,086	–	–	0.04%	241
2024 Q4	$388K	Buy	+6,086	New	+$390K	0.04%	229

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Fort Point Capital Partners's DFUS Position: Q2 2026 in Review

Fort Point Capital Partners opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 26,625 shares worth $2.18M. The stake represents 0.15% of the portfolio and ranks #70 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in DFUS as recently as Q4 2025.

Fort Point Capital Partners first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Fort Point Capital Partners held 26,625 shares of Dimensional US Equity ETF worth $2.18M as of Q2 2026.
Dimensional US Equity ETF was a new Fort Point Capital Partners position in Q2 2026.
Dimensional US Equity ETF made up 0.15% of Fort Point Capital Partners's portfolio in Q2 2026, its #70 holding.
Fort Point Capital Partners first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.