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

Towercrest 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	$406K	Hold	5,721	–	–	0.06%	75
2025 Q4	$424K	Hold	5,721	–	–	0.07%	72
2025 Q3	$414K	Hold	5,721	–	–	0.07%	75
2025 Q2	$383K	Hold	5,721	–	–	0.07%	70
2025 Q1	$346K	Hold	5,721	–	–	0.07%	72
2024 Q4	$365K	Hold	5,721	–	–	0.06%	80
2024 Q3	$356K	Hold	5,721	–	–	0.06%	84
2024 Q2	$337K	Hold	5,721	–	–	0.06%	88
2024 Q1	$326K	Sell	5,721 -4,142	-42%	-$224K	0.06%	87
2023 Q4	$511K	Hold	9,863	–	–	0.09%	63
2023 Q3	$459K	Hold	9,863	–	–	0.09%	65
2023 Q2	$475K	Hold	9,863	–	–	0.09%	65
2023 Q1	$438K	Hold	9,863	–	–	0.09%	63
2022 Q4	$410K	Hold	9,863	–	–	0.09%	66
2022 Q3	$383K	Hold	9,863	–	–	0.09%	61
2022 Q2	$402K	Hold	9,863	–	–	0.09%	61
2022 Q1	$483K	Hold	9,863	–	–	0.09%	63
2021 Q4	$510K	Hold	9,863	–	–	0.09%	61
2021 Q3	$465K	Hold	9,863	–	–	0.09%	64
2021 Q2	$465K	Buy	+9,863	New	+$460K	0.09%	59

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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 $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Towercrest Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 5,721 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #75.

Towercrest Capital Management first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $511K in Q4 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Towercrest Capital Management held 5,721 shares of Dimensional US Equity ETF worth $406K as of Q1 2026.
Towercrest Capital Management left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.06% of Towercrest Capital Management's portfolio in Q1 2026, its #75 holding.
Towercrest Capital Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Towercrest Capital Management's Dimensional US Equity ETF position peaked at $511K in Q4 2023.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.