Fortis Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Fortis 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 Q2	$907K	Hold	11,074	–	–	0.1%	175
2026 Q1	$785K	Hold	11,074	–	–	0.1%	173
2025 Q4	$821K	Hold	11,074	–	–	0.12%	153
2025 Q3	$802K	Hold	11,074	–	–	0.13%	138
2025 Q2	$742K	Hold	11,074	–	–	0.13%	120
2025 Q1	$670K	Hold	11,074	–	–	0.14%	129
2024 Q4	$677K	Hold	11,074	–	–	0.23%	86
2024 Q3	$689K	Hold	11,074	–	–	0.23%	79
2024 Q2	$652K	Buy	+11,074	New	+$630K	0.24%	82

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

Fortis Capital Advisors's DFUS Position: Q2 2026 in Review

Fortis Capital Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 11,074 shares worth $907K. The position accounts for 0.1% of the portfolio, ranked #175.

Fortis Capital Advisors first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Fortis Capital Advisors held 11,074 shares of Dimensional US Equity ETF worth $907K as of Q2 2026.
Fortis Capital Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.1% of Fortis Capital Advisors's portfolio in Q2 2026, its #175 holding.
Fortis Capital Advisors first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.