TCP Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

TCP Asset 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 Q3	$41.2M	Buy	490,717 +15,964	+3%	+$1.32M	4.66%	6
2026 Q2	$38.9M	Buy	474,753 +3,361	+0.7%	+$266K	4.41%	6
2026 Q1	$33.4M	Buy	471,392 +3,174	+0.7%	+$235K	4.3%	7
2025 Q4	$34.7M	Buy	468,218 +11,567	+3%	+$850K	5.85%	5
2025 Q3	$33.1M	Buy	456,651 +9,156	+2%	+$638K	5.9%	5
2025 Q2	$30M	Buy	447,495 +9,604	+2%	+$595K	5.95%	5
2025 Q1	$26.5M	Buy	437,891 +6,793	+2%	+$434K	5.92%	4
2024 Q4	$27.5M	Buy	431,098 +9,011	+2%	+$578K	6.06%	4
2024 Q3	$26.3M	Buy	422,087 +5,627	+1%	+$337K	6.05%	4
2024 Q2	$24.5M	Buy	416,460 +12,407	+3%	+$705K	6.2%	4
2024 Q1	$23M	Buy	404,053 +76,566	+23%	+$4.15M	6.08%	4
2023 Q4	$17M	Buy	327,487 +14,419	+5%	+$698K	6.28%	3
2023 Q3	$14.6M	Sell	313,068 -4,430	-1%	-$214K	6.24%	4
2023 Q2	$15.3M	Buy	317,498 +67,491	+27%	+$3.07M	6.5%	3
2023 Q1	$11.1M	Buy	+250,007	New	+$10.9M	6.12%	5

Other funds holding DFUS

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

TCP Asset Management's DFUS Position: Q3 2026 in Review

TCP Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 3.4% in Q3 2026, buying an estimated $1.32M and bringing the position to 490,717 shares worth $41.2M. The position accounts for 4.66% of the portfolio, ranked #6.

TCP Asset Management first reported a position in DFUS in Q1 2023 and has held it in 15 quarters since. 219 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

TCP Asset Management held 490,717 shares of Dimensional US Equity ETF worth $41.2M as of Q3 2026.
TCP Asset Management bought 15,964 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.32M.
Dimensional US Equity ETF made up 4.66% of TCP Asset Management's portfolio in Q3 2026, its #6 holding.
TCP Asset Management first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 15 quarters since.
219 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on TCP Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.