U.S. Capital Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$1.37M	Hold	19,340	–	–	0.03%	426
2025 Q4	$1.43M	Sell	19,340 -1,400	-7%	-$103K	0.04%	410
2025 Q3	$1.5M	Sell	20,740 -500	-2%	-$34.8K	0.04%	391
2025 Q2	$1.42M	Hold	21,240	–	–	0.04%	362
2025 Q1	$1.28M	Sell	21,240 -1,000	-4%	-$63.9K	0.04%	372
2024 Q4	$1.42M	Sell	22,240 -638	-3%	-$40.9K	0.04%	368
2024 Q3	$1.42M	Hold	22,878	–	–	0.05%	310
2024 Q2	$1.35M	Sell	22,878 -2,685	-11%	-$153K	0.05%	308
2024 Q1	$1.46M	Sell	25,563 -210	-0.8%	-$11.4K	0.06%	278
2023 Q4	$1.34M	Hold	25,773	–	–	0.05%	285
2023 Q3	$1.2M	Sell	25,773 -315	-1%	-$15.2K	0.05%	285
2023 Q2	$1.26M	Sell	26,088 -701	-3%	-$31.9K	0.06%	286
2023 Q1	$1.19M	Sell	26,789 -1,159	-4%	-$50.3K	0.06%	276
2022 Q4	$1.16M	Hold	27,948	–	–	0.05%	305
2022 Q3	$1.08M	Hold	27,948	–	–	0.05%	323
2022 Q2	$1.14M	Hold	27,948	–	–	0.05%	328
2022 Q1	$1.37M	Sell	27,948 -150	-0.5%	-$7.25K	0.05%	335
2021 Q4	$1.45M	Hold	28,098	–	–	0.06%	327
2021 Q3	$1.32M	Buy	+28,098	New	+$1.36M	0.06%	329

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

U.S. Capital Wealth Advisors's DFUS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 19,340 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #426.

U.S. Capital Wealth Advisors first reported a position in DFUS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q3 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

U.S. Capital Wealth Advisors held 19,340 shares of Dimensional US Equity ETF worth $1.37M as of Q1 2026.
U.S. Capital Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #426 holding.
U.S. Capital Wealth Advisors first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Dimensional US Equity ETF position peaked at $1.5M in Q3 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.