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

Roosevelt Capital Management LLC’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 Q3	$4.62M	Buy	+55,678	New	+$4.62M	28.94%	1

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Roosevelt Capital Management LLC's DFUS Position: Q3 2026 in Review

Roosevelt Capital Management LLC opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2026: 55,678 shares worth $4.62M. The stake represents 28.94% of the portfolio and ranks #1 among its holdings.

612 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Roosevelt Capital Management LLC held 55,678 shares of Dimensional US Equity ETF worth $4.62M as of Q3 2026.
Dimensional US Equity ETF was a new Roosevelt Capital Management LLC position in Q3 2026.
Dimensional US Equity ETF made up 28.94% of Roosevelt Capital Management LLC's portfolio in Q3 2026, its #1 holding.
612 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Roosevelt Capital Management LLC's 13F filing for Q3 2026, filed 10 Nov 2026.