2WWM
DFUS

21 West Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

21 West Wealth 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 		$3.5M Buy
42,721
+871
+2% +$68.9K 2.99% 12
2026
Q1 		$2.97M Buy
41,850
+664
+2% +$49.2K 2.76% 12
2025
Q4 		$3.05M Buy
41,186
+2,383
+6% +$175K 2.79% 12
2025
Q3 		$2.81M Buy
38,803
+3,519
+10% +$245K 2.67% 12
2025
Q2 		$2.36M Buy
+35,284
New +$2.18M 2.39% 14

Other funds holding DFUS

PL
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

21 West Wealth Management's DFUS Position: Q2 2026 in Review

21 West Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 2.1% in Q2 2026, buying an estimated $68.9K and bringing the position to 42,721 shares worth $3.5M. The position accounts for 2.99% of the portfolio, ranked #12.

21 West Wealth Management first reported a position in DFUS in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • 21 West Wealth Management held 42,721 shares of Dimensional US Equity ETF worth $3.5M as of Q2 2026.
  • 21 West Wealth Management bought 871 Dimensional US Equity ETF shares in Q2 2026, an estimated $68.9K.
  • Dimensional US Equity ETF made up 2.99% of 21 West Wealth Management's portfolio in Q2 2026, its #12 holding.
  • 21 West Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.