Mendota Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Mendota Financial Group’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 Q3	$22.7M	Sell	273,353 -2,958	-1%	-$245K	14.08%	1
2026 Q2	$22.6M	Buy	276,311 +30,292	+12%	+$2.4M	14.03%	1
2026 Q1	$17.4M	Buy	246,019 +5,623	+2%	+$417K	12.92%	1
2025 Q4	$17.8M	Buy	240,396 +17,627	+8%	+$1.3M	12.98%	1
2025 Q3	$16.1M	Buy	222,769 +14,476	+7%	+$1.01M	12.05%	1
2025 Q2	$14M	Buy	208,293 +8,472	+4%	+$525K	13.2%	1
2025 Q1	$12.1M	Sell	199,821 -21,813	-10%	-$1.39M	13.11%	1
2024 Q4	$14.1M	Sell	221,634 -38,075	-15%	-$2.44M	9.16%	2
2024 Q3	$16.2M	Buy	259,709 +31,375	+14%	+$1.88M	7.72%	4
2024 Q2	$13.4M	Buy	228,334 +45,079	+25%	+$2.56M	7.2%	4
2024 Q1	$10.4M	Buy	183,255 +134,467	+276%	+$7.28M	6.11%	5
2023 Q4	$2.53M	Buy	+48,788	New	+$2.36M	1.97%	10

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Mendota Financial Group's DFUS Position: Q3 2026 in Review

Mendota Financial Group reduced its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q3 2026, selling an estimated $245K and leaving 273,353 shares worth $22.7M. The position accounts for 14.08% of the portfolio, ranked #1.

Mendota Financial Group first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. 343 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Mendota Financial Group held 273,353 shares of Dimensional US Equity ETF worth $22.7M as of Q3 2026.
Mendota Financial Group sold 2,958 Dimensional US Equity ETF shares in Q3 2026, an estimated $245K.
Dimensional US Equity ETF made up 14.08% of Mendota Financial Group's portfolio in Q3 2026, its #1 holding.
Mendota Financial Group first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
343 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Mendota Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.