MPCL
DFUS

My Personal CFO LLC’s Dimensional US Equity ETF DFUS Stock Holding History

My Personal CFO LLC’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 		$503K Buy
+6,144
New +$486K 0.2% 61
2023
Q1 		– Sell
-235
Closed -$9.78K – 256
2022
Q4 		$9.78K Buy
+235
New +$9.82K 0.01% 265

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

My Personal CFO LLC's DFUS Position: Q2 2026 in Review

My Personal CFO LLC opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 6,144 shares worth $503K. The stake represents 0.2% of the portfolio and ranks #61 among its holdings. This is a return to the name: My Personal CFO LLC previously reported a position in DFUS as recently as Q4 2022.

My Personal CFO LLC first reported a position in DFUS in Q4 2022 and has held it in 2 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • My Personal CFO LLC held 6,144 shares of Dimensional US Equity ETF worth $503K as of Q2 2026.
  • Dimensional US Equity ETF was a new My Personal CFO LLC position in Q2 2026.
  • Dimensional US Equity ETF made up 0.2% of My Personal CFO LLC's portfolio in Q2 2026, its #61 holding.
  • My Personal CFO LLC first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 2 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.