KCM
DFUS

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

KM 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 		$36.3M Buy
443,216
+138
+0% +$10.9K 17.07% 1
2026
Q1 		$35.8M Sell
443,078
-12,979
-3% -$962K 24.06% 1
2025
Q4 		$33.8M Sell
456,057
-91,922
-17% -$6.75M 17.28% 1
2025
Q3 		$39.7M Sell
547,979
-19,621
-3% -$1.37M 18.35% 1
2025
Q2 		$38M Sell
567,600
-242
-0% -$15K 18.77% 1
2025
Q1 		$34.3M Sell
567,842
-43,547
-7% -$2.78M 18.51% 1
2024
Q4 		$39M Buy
611,389
+440
+0.1% +$28.2K 20.17% 1
2024
Q3 		$38M Sell
610,949
-24,531
-4% -$1.47M 20.31% 1
2024
Q2 		$37.4M Buy
635,480
+65,207
+11% +$3.71M 19.35% 1
2024
Q1 		$32.5M Buy
570,273
+66,229
+13% +$3.59M 18.01% 1
2023
Q4 		$26.1M Sell
504,044
-2,177
-0.4% -$105K 15.09% 1
2023
Q3 		$23.6M Buy
506,221
+40,610
+9% +$1.96M 16.12% 1
2023
Q2 		$22.4M Buy
465,611
+48,528
+12% +$2.21M 16.15% 1
2023
Q1 		$18.5M Buy
417,083
+45,992
+12% +$2M 17.09% 1
2022
Q4 		$15.4M Buy
+371,091
New +$15.5M 15.36% 1

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

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

KM Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 0.03% in Q2 2026, buying an estimated $10.9K and bringing the position to 443,216 shares worth $36.3M. The position accounts for 17.07% of the portfolio, ranked #1.

KM Capital Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.7M in Q3 2025. 864 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • KM Capital Management held 443,216 shares of Dimensional US Equity ETF worth $36.3M as of Q2 2026.
  • KM Capital Management bought 138 Dimensional US Equity ETF shares in Q2 2026, an estimated $10.9K.
  • Dimensional US Equity ETF made up 17.07% of KM Capital Management's portfolio in Q2 2026, its #1 holding.
  • KM Capital Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • KM Capital Management's Dimensional US Equity ETF position peaked at $39.7M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.