JM2 Capital’s Dimensional US Equity ETF DFUS Stock Holding History

JM2 Capital’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	$248K	Hold	3,027	–	–	0.17%	105
2026 Q1	$215K	Hold	3,027	–	–	0.18%	109
2025 Q4	$225K	Buy	+3,027	New	+$222K	0.18%	99

Other funds holding DFUS

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

JM2 Capital's DFUS Position: Q2 2026 in Review

JM2 Capital held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 3,027 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #105.

JM2 Capital first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

JM2 Capital held 3,027 shares of Dimensional US Equity ETF worth $248K as of Q2 2026.
JM2 Capital left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.17% of JM2 Capital's portfolio in Q2 2026, its #105 holding.
JM2 Capital first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
570 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.