MCM
DFUS

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
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

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

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

Morton Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 0.53% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,848 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #143.

Morton Capital Management first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Morton Capital Management held 2,848 shares of Dimensional US Equity ETF worth $233K as of Q2 2026.
  • Morton Capital Management bought 15 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.19K.
  • Dimensional US Equity ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #143 holding.
  • Morton Capital Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.