TCM
DFUS

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

Triumph 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 		$701K Buy
8,554
+253
+3% +$20K 0.13% 167
2026
Q1 		$589K Buy
8,301
+8
+0.1% +$593 0.12% 163
2025
Q4 		$615K Buy
+8,293
New +$609K 0.13% 149

Other funds holding DFUS

PL
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Triumph Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 3% in Q2 2026, buying an estimated $20K and bringing the position to 8,554 shares worth $701K. The position accounts for 0.13% of the portfolio, ranked #167.

Triumph Capital Management first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Triumph Capital Management held 8,554 shares of Dimensional US Equity ETF worth $701K as of Q2 2026.
  • Triumph Capital Management bought 253 Dimensional US Equity ETF shares in Q2 2026, an estimated $20K.
  • Dimensional US Equity ETF made up 0.13% of Triumph Capital Management's portfolio in Q2 2026, its #167 holding.
  • Triumph Capital Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.