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

MAI 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 Q1	$1.1M	Sell	15,458 -8,647	-36%	-$641K	0.01%	742
2025 Q4	$1.79M	Sell	24,105 -4,141	-15%	-$304K	0.01%	588
2025 Q3	$2.05M	Buy	28,246 +18,130	+179%	+$1.26M	0.01%	532
2025 Q2	$678K	Buy	10,116 +24	+0.2%	+$1.49K	﹤0.01%	758
2025 Q1	$610K	Buy	10,092 +535	+6%	+$34.2K	﹤0.01%	761
2024 Q4	$609K	Sell	9,557 -745	-7%	-$47.8K	﹤0.01%	779
2024 Q3	$641K	Buy	10,302 +1,191	+13%	+$71.3K	0.01%	678
2024 Q2	$536K	Sell	9,111 -1,344	-13%	-$76.4K	0.01%	788
2024 Q1	$596K	Buy	10,455 +19	+0.2%	+$1.03K	0.01%	735
2023 Q4	$541K	Sell	10,436 -121	-1%	-$5.86K	0.01%	674
2023 Q3	$491K	Buy	+10,557	New	+$511K	0.01%	649

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

SWA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MAI Capital Management's DFUS Position: Q1 2026 in Review

MAI Capital Management reduced its Dimensional US Equity ETF (DFUS) stake by 36% in Q1 2026, selling an estimated $641K and leaving 15,458 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #742.

MAI Capital Management first reported a position in DFUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

MAI Capital Management held 15,458 shares of Dimensional US Equity ETF worth $1.1M as of Q1 2026.
MAI Capital Management sold 8,647 Dimensional US Equity ETF shares in Q1 2026, an estimated $641K.
Dimensional US Equity ETF made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #742 holding.
MAI Capital Management first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 11 quarters since.
MAI Capital Management's Dimensional US Equity ETF position peaked at $2.05M in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.