MOTCO’s Dimensional US Equity ETF DFUS Stock Holding History

MOTCO’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	$343K	Hold	4,184	–	–	0.03%	162
2026 Q1	$297K	Hold	4,184	–	–	0.03%	177
2025 Q4	$310K	Hold	4,184	–	–	0.03%	175
2025 Q3	$303K	Hold	4,184	–	–	0.03%	175
2025 Q2	$287K	Hold	4,184	–	–	0.03%	170
2025 Q1	$253K	Hold	4,184	–	–	0.03%	169
2024 Q4	$267K	Hold	4,184	–	–	0.03%	166
2024 Q3	$260K	Hold	4,184	–	–	0.03%	185
2024 Q2	$246K	Hold	4,184	–	–	0.01%	250
2024 Q1	$238K	Hold	4,184	–	–	0.01%	263
2023 Q4	$217K	Hold	4,184	–	–	0.01%	248
2023 Q3	$195K	Hold	4,184	–	–	0.01%	240
2023 Q2	$202K	Hold	4,184	–	–	0.01%	232
2023 Q1	$186K	Hold	4,184	–	–	0.01%	234
2022 Q4	$174K	Buy	+4,184	New	+$175K	0.01%	239

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

MOTCO's DFUS Position: Q2 2026 in Review

MOTCO held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 4,184 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #162.

MOTCO first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

MOTCO held 4,184 shares of Dimensional US Equity ETF worth $343K as of Q2 2026.
MOTCO left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.03% of MOTCO's portfolio in Q2 2026, its #162 holding.
MOTCO first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.