Morton Capital Management
DFUS icon

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

Morton 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
Q3 		$236K Hold
2,848
– – 0.03% 135
2026
Q2 		$233K Buy
2,848
+15
+0.5% +$1.19K 0.03% 143
2026
Q1 		$201K Hold
2,833
– – 0.03% 135
2025
Q4 		$210K Buy
+2,833
New +$208K 0.03% 127

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Morton Capital Management's DFUS Position: Q3 2026 in Review

Morton Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 2,848 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #135.

Morton Capital Management first reported a position in DFUS in Q4 2025 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Morton Capital Management held 2,848 shares of Dimensional US Equity ETF worth $236K as of Q3 2026.
  • Morton Capital Management left its Dimensional US Equity ETF share count unchanged in Q3 2026.
  • Dimensional US Equity ETF made up 0.03% of Morton Capital Management's portfolio in Q3 2026, its #135 holding.
  • Morton Capital Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.