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

Parsons 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	$3.12M	Buy	38,047 +6,159	+19%	+$487K	0.14%	147
2026 Q1	$2.26M	Buy	31,888 +5,443	+21%	+$403K	0.1%	175
2025 Q4	$1.96M	Buy	26,445 +9,693	+58%	+$712K	0.11%	172
2025 Q3	$1.21M	Buy	+16,752	New	+$1.17M	0.07%	225

Other funds holding DFUS

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWWM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

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

Parsons Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 19% in Q2 2026, buying an estimated $487K and bringing the position to 38,047 shares worth $3.12M. The position accounts for 0.14% of the portfolio, ranked #147.

Parsons Capital Management first reported a position in DFUS in Q3 2025 and has held it in 4 quarters since. 602 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Parsons Capital Management held 38,047 shares of Dimensional US Equity ETF worth $3.12M as of Q2 2026.
Parsons Capital Management bought 6,159 Dimensional US Equity ETF shares in Q2 2026, an estimated $487K.
Dimensional US Equity ETF made up 0.14% of Parsons Capital Management's portfolio in Q2 2026, its #147 holding.
Parsons Capital Management first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 4 quarters since.
602 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.