AWM Capital’s Dimensional US Equity ETF DFUS Stock Holding History

AWM Capital’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	$13.6M	Sell	166,290 -167	-0.1%	-$13.2K	1.09%	19
2026 Q1	$11.8M	Sell	166,457 -5,132	-3%	-$380K	1.07%	19
2025 Q4	$12.7M	Sell	171,589 -2,269	-1%	-$167K	1.16%	18
2025 Q3	$12.6M	Sell	173,858 -1,051	-0.6%	-$73.2K	1.14%	18
2025 Q2	$11.7M	Sell	174,909 -9,449	-5%	-$585K	1.23%	17
2025 Q1	$11.1M	Sell	184,358 -6,020	-3%	-$385K	1.3%	17
2024 Q4	$12.1M	Sell	190,378 -6,712	-3%	-$430K	1.48%	16
2024 Q3	$12.3M	Sell	197,090 -385	-0.2%	-$23.1K	1.48%	17
2024 Q2	$11.6M	Sell	197,475 -2,789	-1%	-$159K	1.77%	15
2024 Q1	$11.4M	Sell	200,264 -5,807	-3%	-$314K	1.9%	15
2023 Q4	$10.7M	Sell	206,071 -6,854	-3%	-$332K	1.95%	14
2023 Q3	$9.91M	Sell	212,925 -19,175	-8%	-$927K	2.02%	15
2023 Q2	$11.2M	Sell	232,100 -2,878	-1%	-$131K	2.7%	12
2023 Q1	$10.4M	Buy	234,978 +7,980	+4%	+$347K	2.94%	11
2022 Q4	$9.45M	Sell	226,998 -784	-0.3%	-$32.8K	3.21%	11
2022 Q3	$9.81M	Sell	227,782 -20,261	-8%	-$871K	3.31%	11
2022 Q2	$10.1M	Sell	248,043 -101,017	-29%	-$4.48M	4.96%	9
2022 Q1	$17.1M	Sell	349,060 -51,633	-13%	-$2.5M	10.54%	3
2021 Q4	$20.7M	Sell	400,693 -3,485	-0.9%	-$175K	15.75%	2
2021 Q3	$20.8M	Buy	+404,178	New	+$19.6M	15.59%	2

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

AWM Capital's DFUS Position: Q2 2026 in Review

AWM Capital reduced its Dimensional US Equity ETF (DFUS) stake by 0.1% in Q2 2026, selling an estimated $13.2K and leaving 166,290 shares worth $13.6M. The position accounts for 1.09% of the portfolio, ranked #19.

AWM Capital first reported a position in DFUS in Q3 2021 and has held it in 20 quarters since. The position peaked at $20.8M in Q3 2021. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

AWM Capital held 166,290 shares of Dimensional US Equity ETF worth $13.6M as of Q2 2026.
AWM Capital sold 167 Dimensional US Equity ETF shares in Q2 2026, an estimated $13.2K.
Dimensional US Equity ETF made up 1.09% of AWM Capital's portfolio in Q2 2026, its #19 holding.
AWM Capital first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 20 quarters since.
AWM Capital's Dimensional US Equity ETF position peaked at $20.8M in Q3 2021.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.