Truvestments Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Truvestments Capital’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	$20.9K	Sell	255 -62	-20%	-$4.9K	﹤0.01%	672
2026 Q1	$22.5K	Hold	317	–	–	﹤0.01%	617
2025 Q4	$23.5K	Buy	317 +1	+0.3%	+$73	﹤0.01%	565
2025 Q3	$22.9K	Sell	316 -1	-0.3%	-$70	﹤0.01%	571
2025 Q2	$21.2K	Buy	317 +1	+0.3%	+$62	﹤0.01%	529
2025 Q1	$19.1K	Buy	316 +1	+0.3%	+$64	﹤0.01%	559
2024 Q4	$20.1K	Sell	315 -1,518	-83%	-$97.3K	0.01%	497
2024 Q3	$114K	Buy	+1,833	New	+$110K	0.03%	264
2024 Q2	–	Sell	-1,824	Closed	-$104K	–	345
2024 Q1	$104K	Buy	1,824 +4	+0.2%	+$217	0.04%	294
2023 Q4	$94.3K	Buy	1,820 +8	+0.4%	+$387	0.04%	265
2023 Q3	$84.3K	Buy	+1,812	New	+$87.6K	0.04%	240

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

Truvestments Capital's DFUS Position: Q2 2026 in Review

Truvestments Capital reduced its Dimensional US Equity ETF (DFUS) stake by 20% in Q2 2026, selling an estimated $4.9K and leaving 255 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Truvestments Capital first reported a position in DFUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $114K in Q3 2024. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Truvestments Capital held 255 shares of Dimensional US Equity ETF worth $20.9K as of Q2 2026.
Truvestments Capital sold 62 Dimensional US Equity ETF shares in Q2 2026, an estimated $4.9K.
Dimensional US Equity ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #672 holding.
Truvestments Capital first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 11 quarters since.
Truvestments Capital's Dimensional US Equity ETF position peaked at $114K in Q3 2024.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.