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

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

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. 873 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.
  • 873 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.