JCM
DFUS

Jacobi Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Jacobi Capital Management’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 		$1.72M Hold
20,980
– – 0.08% 215
2026
Q1 		$1.49M Buy
+20,980
New +$1.55M 0.08% 225
2021
Q4 		– Sell
-2,797
Closed -$132K – 618
2021
Q3 		$132K Sell
2,797
-19,182
-87% -$928K 0.02% 470
2021
Q2 		$1.04M Buy
+21,979
New +$1.02M 0.14% 133

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Jacobi Capital Management's DFUS Position: Q2 2026 in Review

Jacobi Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 20,980 shares worth $1.72M. The position accounts for 0.08% of the portfolio, ranked #215.

Jacobi Capital Management first reported a position in DFUS in Q2 2021 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Jacobi Capital Management held 20,980 shares of Dimensional US Equity ETF worth $1.72M as of Q2 2026.
  • Jacobi Capital Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.08% of Jacobi Capital Management's portfolio in Q2 2026, its #215 holding.
  • Jacobi Capital Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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