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 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

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

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

Towneley Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q1 2026, buying an estimated $1.78K and bringing the position to 9,969 shares worth $707K. The position accounts for 0.15% of the portfolio, ranked #24.

Towneley Capital Management first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $786K in Q3 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Towneley Capital Management held 9,969 shares of Dimensional US Equity ETF worth $707K as of Q1 2026.
Towneley Capital Management bought 24 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.78K.
Dimensional US Equity ETF made up 0.15% of Towneley Capital Management's portfolio in Q1 2026, its #24 holding.
Towneley Capital Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Towneley Capital Management's Dimensional US Equity ETF position peaked at $786K in Q3 2024.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.