SeaBridge Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

SeaBridge Investment Advisors’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	$8.8M	Sell	107,387 -2,921	-3%	-$231K	1.27%	22
2026 Q1	$7.82M	Sell	110,308 -346	-0.3%	-$25.6K	1.32%	20
2025 Q4	$8.21M	Sell	110,654 -123	-0.1%	-$9.04K	1.35%	21
2025 Q3	$8.02M	Sell	110,777 -1,245	-1%	-$86.7K	1.3%	20
2025 Q2	$7.51M	Sell	112,022 -2,914	-3%	-$180K	1.4%	19
2025 Q1	$6.95M	Buy	114,936 +449	+0.4%	+$28.7K	1.5%	16
2024 Q4	$7.3M	Buy	+114,487	New	+$7.34M	1.53%	13

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 $3.5B AUM 13.73% 1-Year Est. Return

SeaBridge Investment Advisors's DFUS Position: Q2 2026 in Review

SeaBridge Investment Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 2.6% in Q2 2026, selling an estimated $231K and leaving 107,387 shares worth $8.8M. The position accounts for 1.27% of the portfolio, ranked #22.

SeaBridge Investment Advisors first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

SeaBridge Investment Advisors held 107,387 shares of Dimensional US Equity ETF worth $8.8M as of Q2 2026.
SeaBridge Investment Advisors sold 2,921 Dimensional US Equity ETF shares in Q2 2026, an estimated $231K.
Dimensional US Equity ETF made up 1.27% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #22 holding.
SeaBridge Investment Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.