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

SOL 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 Q1	–	Sell	-7,540	Closed	-$559K	–	119
2025 Q4	$559K	Hold	7,540	–	–	0.05%	229
2025 Q3	$546K	Hold	7,540	–	–	0.05%	225
2025 Q2	$505K	Buy	7,540 +60	+0.8%	+$3.71K	0.05%	228
2025 Q1	$452K	Buy	7,480 +3,080	+70%	+$197K	0.05%	230
2024 Q4	$280K	Hold	4,400	–	–	0.03%	271
2024 Q3	$274K	Sell	4,400 -730	-14%	-$43.7K	0.03%	272
2024 Q2	$302K	Sell	5,130 -30	-0.6%	-$1.71K	0.04%	259
2024 Q1	$294K	Buy	5,160 +130	+3%	+$7.04K	0.04%	266
2023 Q4	$261K	Buy	+5,030	New	+$243K	0.04%	269

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SOL Capital Management's DFUS Position: Q1 2026 in Review

SOL Capital Management sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 7,540 shares — an estimated $559K sold.

SOL Capital Management first reported a position in DFUS in Q4 2023 and held it in 9 quarters. The position peaked at $559K in Q4 2025. 853 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

SOL Capital Management reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 7,540 Dimensional US Equity ETF shares in Q1 2026, an estimated $559K.
SOL Capital Management first reported a position in Dimensional US Equity ETF in Q4 2023 and held it in 9 quarters.
SOL Capital Management's Dimensional US Equity ETF position peaked at $559K in Q4 2025.
853 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.