Private Trust Company’s Dimensional US Equity ETF DFUS Stock Holding History

Private Trust Company’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	$217K	Buy	2,645 +374	+16%	+$29.6K	0.02%	786
2026 Q1	$161K	Hold	2,271	–	–	0.01%	857
2025 Q4	$168K	Hold	2,271	–	–	0.01%	826
2025 Q3	$165K	Sell	2,271 -4,243	-65%	-$296K	0.01%	828
2025 Q2	$437K	Sell	6,514 -176	-3%	-$10.9K	0.04%	452
2025 Q1	$405K	Buy	6,690 +473	+8%	+$30.2K	0.04%	462
2024 Q4	$396K	Sell	6,217 -183	-3%	-$11.7K	0.04%	463
2024 Q3	$398K	Sell	6,400 -1,714	-21%	-$103K	0.04%	465
2024 Q2	$478K	Buy	8,114 +2,764	+52%	+$157K	0.05%	382
2024 Q1	$305K	Hold	5,350	–	–	0.03%	506
2023 Q4	$277K	Hold	5,350	–	–	0.03%	506
2023 Q3	$249K	Hold	5,350	–	–	0.03%	507
2023 Q2	$258K	Buy	5,350 +951	+22%	+$43.3K	0.03%	483
2023 Q1	$195K	Hold	4,399	–	–	0.03%	548
2022 Q4	$183K	Buy	+4,399	New	+$184K	0.03%	531

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

Private Trust Company's DFUS Position: Q2 2026 in Review

Private Trust Company increased its Dimensional US Equity ETF (DFUS) stake by 16% in Q2 2026, buying an estimated $29.6K and bringing the position to 2,645 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #786.

Private Trust Company first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $478K in Q2 2024. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Private Trust Company held 2,645 shares of Dimensional US Equity ETF worth $217K as of Q2 2026.
Private Trust Company bought 374 Dimensional US Equity ETF shares in Q2 2026, an estimated $29.6K.
Dimensional US Equity ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #786 holding.
Private Trust Company first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
Private Trust Company's Dimensional US Equity ETF position peaked at $478K in Q2 2024.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.