Foster Dykema Cabot & Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Foster Dykema Cabot & 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 Q1	$561K	Hold	7,908	–	–	0.04%	68
2025 Q4	$587K	Sell	7,908 -381	-5%	-$28K	0.04%	74
2025 Q3	$600K	Hold	8,289	–	–	0.04%	80
2025 Q2	$556K	Hold	8,289	–	–	0.04%	79
2025 Q1	$501K	Hold	8,289	–	–	0.04%	73
2024 Q4	$528K	Hold	8,289	–	–	0.04%	74
2024 Q3	$516K	Hold	8,289	–	–	0.04%	75
2024 Q2	$488K	Hold	8,289	–	–	0.04%	63
2024 Q1	$472K	Buy	8,289 +5,202	+169%	+$282K	0.04%	65
2023 Q4	$160K	Buy	+3,087	New	+$149K	0.02%	105

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Foster Dykema Cabot & Partners's DFUS Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 7,908 shares worth $561K. The position accounts for 0.04% of the portfolio, ranked #68.

Foster Dykema Cabot & Partners first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $600K in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Foster Dykema Cabot & Partners held 7,908 shares of Dimensional US Equity ETF worth $561K as of Q1 2026.
Foster Dykema Cabot & Partners left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.04% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #68 holding.
Foster Dykema Cabot & Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's Dimensional US Equity ETF position peaked at $600K in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.