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

TruNorth 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	$838K	Hold	10,228	–	–	0.13%	52
2026 Q1	$725K	Hold	10,228	–	–	0.14%	52
2025 Q4	$759K	Hold	10,228	–	–	0.14%	49
2025 Q3	$741K	Hold	10,228	–	–	0.15%	48
2025 Q2	$685K	Hold	10,228	–	–	0.15%	47
2025 Q1	$619K	Hold	10,228	–	–	0.15%	50
2024 Q4	$652K	Hold	10,228	–	–	0.18%	38
2024 Q3	$636K	Hold	10,228	–	–	0.19%	39
2024 Q2	$602K	Buy	10,228 +38	+0.4%	+$2.16K	0.2%	40
2024 Q1	$581K	Buy	+10,190	New	+$552K	0.2%	37

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

TruNorth Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 10,228 shares worth $838K. The position accounts for 0.13% of the portfolio, ranked #52.

TruNorth Capital Management first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

TruNorth Capital Management held 10,228 shares of Dimensional US Equity ETF worth $838K as of Q2 2026.
TruNorth Capital Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.13% of TruNorth Capital Management's portfolio in Q2 2026, its #52 holding.
TruNorth Capital Management first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.