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 Q3	$542K	Sell	6,523 -907	-12%	-$75.3K	0.03%	79
2026 Q2	$609K	Sell	7,430 -478	-6%	-$37.8K	0.04%	66
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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Foster Dykema Cabot & Partners's DFUS Position: Q3 2026 in Review

Foster Dykema Cabot & Partners reduced its Dimensional US Equity ETF (DFUS) stake by 12% in Q3 2026, selling an estimated $75.3K and leaving 6,523 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #79.

Foster Dykema Cabot & Partners first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $609K in Q2 2026. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Foster Dykema Cabot & Partners held 6,523 shares of Dimensional US Equity ETF worth $542K as of Q3 2026.
Foster Dykema Cabot & Partners sold 907 Dimensional US Equity ETF shares in Q3 2026, an estimated $75.3K.
Dimensional US Equity ETF made up 0.03% of Foster Dykema Cabot & Partners's portfolio in Q3 2026, its #79 holding.
Foster Dykema Cabot & Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
Foster Dykema Cabot & Partners's Dimensional US Equity ETF position peaked at $609K in Q2 2026.
795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q3 2026, filed 30 Oct 2026.