One Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

One 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	$25.2M	Hold	354,994	–	–	0.7%	30
2026 Q1	$25.2M	Buy	354,994 +350,161	+7,245%	+$25.9M	0.69%	31
2025 Q4	$359K	Hold	4,833	–	–	0.01%	427
2025 Q3	$350K	Sell	4,833 -1	-0%	-$70	0.01%	401
2025 Q2	$324K	Hold	4,834	–	–	0.01%	402
2025 Q1	$292K	Hold	4,834	–	–	0.01%	348
2024 Q4	$308K	Hold	4,834	–	–	0.01%	309
2024 Q3	$301K	Hold	4,834	–	–	0.01%	321
2024 Q2	$285K	Buy	4,834 +1	+0%	+$57	0.01%	334
2024 Q1	$276K	Hold	4,833	–	–	0.01%	260
2023 Q4	$250K	Hold	4,833	–	–	0.01%	262
2023 Q3	$224K	Hold	4,833	–	–	0.01%	258
2023 Q2	$233K	Hold	4,833	–	–	0.01%	259
2023 Q1	$214K	Buy	+4,833	New	+$210K	0.01%	301
2022 Q2	–	Sell	-6,333	Closed	-$313K	–	324
2022 Q1	$313K	Hold	6,333	–	–	0.02%	272
2021 Q4	$327K	Buy	6,333 +25	+0.4%	+$1.26K	0.02%	221
2021 Q3	$297K	Buy	6,308 +17	+0.3%	+$823	0.02%	183
2021 Q2	$296K	Buy	+6,291	New	+$293K	0.03%	182

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

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

One Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 354,994 shares worth $25.2M. The position accounts for 0.7% of the portfolio, ranked #30.

One Capital Management first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

One Capital Management held 354,994 shares of Dimensional US Equity ETF worth $25.2M as of Q2 2026.
One Capital Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.7% of One Capital Management's portfolio in Q2 2026, its #30 holding.
One Capital Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 18 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.