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 Q3	$3.55M	Buy	42,780 +59	+0.1%	+$4.9K	3.08%	7
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

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

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

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

21 West Wealth Management's DFUS Position: Q3 2026 in Review

21 West Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.14% in Q3 2026, buying an estimated $4.9K and bringing the position to 42,780 shares worth $3.55M. The position accounts for 3.08% of the portfolio, ranked #7.

21 West Wealth Management first reported a position in DFUS in Q2 2025 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

21 West Wealth Management held 42,780 shares of Dimensional US Equity ETF worth $3.55M as of Q3 2026.
21 West Wealth Management bought 59 Dimensional US Equity ETF shares in Q3 2026, an estimated $4.9K.
Dimensional US Equity ETF made up 3.08% of 21 West Wealth Management's portfolio in Q3 2026, its #7 holding.
21 West Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 6 quarters since.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on 21 West Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.