DFUS — DIMENSIONAL U.S. EQUITY ETF

Ownership history in Certified Advisory Corp  ·  9 quarters on record

This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in DIMENSIONAL U.S. EQUITY ETF (DFUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.26% (2025 Q4)
Avg. % of fund
0.85%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 185,916 +18,865 +11.3% 1.26% $13.8M $74.17
2025 Q3 ADDED 167,051 +60,065 +56.1% 1.15% $12.1M $72.29
2025 Q2 ADDED 106,986 +6,347 +6.3% 0.75% $7.2M $66.71
2025 Q1 ADDED 100,639 +899 +0.9% 0.69% $6.1M $60.04
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
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