TCM
DFUS

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
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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Towneley Capital Management's DFUS Position: Q2 2026 in Review

Towneley Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q2 2026, buying an estimated $1.9K and bringing the position to 9,993 shares worth $819K. 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 11 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Towneley Capital Management held 9,993 shares of Dimensional US Equity ETF worth $819K as of Q2 2026.
  • Towneley Capital Management bought 24 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.9K.
  • Dimensional US Equity ETF made up 0.16% of Towneley Capital Management's portfolio in Q2 2026, its #23 holding.
  • Towneley Capital Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.