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 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

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

Foster Dykema Cabot & Partners's DFUS Position: Q2 2026 in Review

Foster Dykema Cabot & Partners reduced its Dimensional US Equity ETF (DFUS) stake by 6% in Q2 2026, selling an estimated $37.8K and leaving 7,430 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #66.

Foster Dykema Cabot & Partners first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Foster Dykema Cabot & Partners held 7,430 shares of Dimensional US Equity ETF worth $609K as of Q2 2026.
Foster Dykema Cabot & Partners sold 478 Dimensional US Equity ETF shares in Q2 2026, an estimated $37.8K.
Dimensional US Equity ETF made up 0.04% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #66 holding.
Foster Dykema Cabot & Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.