NorthCrest Asset Manangement’s Dimensional US Equity ETF DFUS Stock Holding History

NorthCrest Asset Manangement’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	$1.32M	Hold	15,999	–	–	0.03%	314
2026 Q1	$1.14M	Hold	15,999	–	–	0.04%	309
2025 Q4	$1.2M	Hold	15,999	–	–	0.03%	347
2025 Q3	$1.16M	Hold	15,999	–	–	0.03%	319
2025 Q2	$1.09M	Hold	15,999	–	–	0.03%	290
2025 Q1	$968K	Hold	15,999	–	–	0.03%	300
2024 Q4	$1.02M	Sell	15,999 -684	-4%	-$43.9K	0.03%	293
2024 Q3	$1.04M	Hold	16,683	–	–	0.03%	277
2024 Q2	$982K	Hold	16,683	–	–	0.03%	276
2024 Q1	$951K	Sell	16,683 -17,015	-50%	-$921K	0.03%	279
2023 Q4	$1.75M	Sell	33,698 -800	-2%	-$38.7K	0.07%	209
2023 Q3	$1.61M	Hold	34,498	–	–	0.07%	204
2023 Q2	$1.66M	Hold	34,498	–	–	0.07%	202
2023 Q1	$1.53M	Buy	+34,498	New	+$1.5M	0.06%	199
2022 Q4	–	Sell	-34,498	Closed	-$1.34M	–	401
2022 Q3	$1.34M	Hold	34,498	–	–	0.07%	173
2022 Q2	$1.41M	Buy	+34,498	New	+$1.53M	0.07%	174
2022 Q1	–	Sell	-34,498	Closed	-$1.78M	–	423
2021 Q4	$1.78M	Buy	+34,498	New	+$1.73M	0.1%	162

Other funds holding DFUS

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

NorthCrest Asset Manangement's DFUS Position: Q2 2026 in Review

NorthCrest Asset Manangement held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 15,999 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #314.

NorthCrest Asset Manangement first reported a position in DFUS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.78M in Q4 2021. 170 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

NorthCrest Asset Manangement held 15,999 shares of Dimensional US Equity ETF worth $1.32M as of Q2 2026.
NorthCrest Asset Manangement left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.03% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #314 holding.
NorthCrest Asset Manangement first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 17 quarters since.
NorthCrest Asset Manangement's Dimensional US Equity ETF position peaked at $1.78M in Q4 2021.
170 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.