AWM
DFUS

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

Angeles 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 		$314K Sell
3,829
-1
-0% -$79 0.01% 377
2026
Q1 		$272K Buy
+3,830
New +$284K 0.01% 345

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Angeles Wealth Management's DFUS Position: Q2 2026 in Review

Angeles Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.03% in Q2 2026, selling an estimated $79 and leaving 3,829 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #377.

Angeles Wealth Management first reported a position in DFUS in Q1 2026 and has held it in 2 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Angeles Wealth Management held 3,829 shares of Dimensional US Equity ETF worth $314K as of Q2 2026.
  • Angeles Wealth Management sold 1 Dimensional US Equity ETF share in Q2 2026, an estimated $79.
  • Dimensional US Equity ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Angeles Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.