MCM
DFUS

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
Q2 		$2.41M Buy
29,466
+14,008
+91% +$1.11M 0.01% 651
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
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

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

MAI Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 91% in Q2 2026, buying an estimated $1.11M and bringing the position to 29,466 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #651.

MAI Capital Management first reported a position in DFUS in Q3 2023 and has held it in 12 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • MAI Capital Management held 29,466 shares of Dimensional US Equity ETF worth $2.41M as of Q2 2026.
  • MAI Capital Management bought 14,008 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.11M.
  • Dimensional US Equity ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #651 holding.
  • MAI Capital Management first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.