My Personal CFO LLC
DFUS icon

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
Q3 		$724K Buy
8,714
+2,570
+42% +$213K 0.26% 53
2026
Q2 		$503K Buy
+6,144
New +$486K 0.2% 61
2023
Q1 		– Sell
-235
Closed -$9.8K – 256
2022
Q4 		$9.8K Buy
+235
New +$9.8K 0.01% 265

Other funds holding DFUS

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

My Personal CFO LLC's DFUS Position: Q3 2026 in Review

My Personal CFO LLC increased its Dimensional US Equity ETF (DFUS) stake by 42% in Q3 2026, buying an estimated $213K and bringing the position to 8,714 shares worth $724K. The position accounts for 0.26% of the portfolio, ranked #53.

My Personal CFO LLC first reported a position in DFUS in Q4 2022 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • My Personal CFO LLC held 8,714 shares of Dimensional US Equity ETF worth $724K as of Q3 2026.
  • My Personal CFO LLC bought 2,570 Dimensional US Equity ETF shares in Q3 2026, an estimated $213K.
  • Dimensional US Equity ETF made up 0.26% of My Personal CFO LLC's portfolio in Q3 2026, its #53 holding.
  • My Personal CFO LLC first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.