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

Towneley 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 Q3	$820K	Sell	9,873 -120	-1%	-$10K	0.16%	23
2026 Q2	$819K	Buy	9,993 +24	+0.2%	+$1.9K	0.16%	23
2026 Q1	$707K	Buy	9,969 +24	+0.2%	+$1.78K	0.15%	24
2025 Q4	$738K	Buy	9,945 +21	+0.2%	+$1.54K	0.16%	21
2025 Q3	$719K	Buy	9,924 +25	+0.3%	+$1.74K	0.16%	21
2025 Q2	$663K	Buy	9,899 +27	+0.3%	+$1.67K	0.15%	21
2025 Q1	$597K	Sell	9,872 -671	-6%	-$42.9K	0.14%	24
2024 Q4	$672K	Sell	10,543 -2,096	-17%	-$134K	0.16%	27
2024 Q3	$786K	Buy	12,639 +27	+0.2%	+$1.62K	0.18%	26
2024 Q2	$742K	Buy	12,612 +34	+0.3%	+$1.93K	0.17%	27
2024 Q1	$717K	Sell	12,578 -339	-3%	-$18.4K	0.18%	30
2023 Q4	$669K	Buy	+12,917	New	+$625K	0.17%	31

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

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

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

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 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

Towneley Capital Management's DFUS Position: Q3 2026 in Review

Towneley Capital Management reduced its Dimensional US Equity ETF (DFUS) stake by 1.2% in Q3 2026, selling an estimated $10K and leaving 9,873 shares worth $820K. The position accounts for 0.16% of the portfolio, ranked #23.

Towneley Capital Management first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Towneley Capital Management held 9,873 shares of Dimensional US Equity ETF worth $820K as of Q3 2026.
Towneley Capital Management sold 120 Dimensional US Equity ETF shares in Q3 2026, an estimated $10K.
Dimensional US Equity ETF made up 0.16% of Towneley Capital Management's portfolio in Q3 2026, its #23 holding.
Towneley Capital Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.