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

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

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. 873 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.
873 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.