AWM Capital
DFUS icon

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
Q3 		$13.5M Sell
162,376
-3,914
-2% -$325K 0.95% 20
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% -$23K 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 		$9.9M 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 		$9.8M 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

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

AWM Capital's DFUS Position: Q3 2026 in Review

AWM Capital reduced its Dimensional US Equity ETF (DFUS) stake by 2.4% in Q3 2026, selling an estimated $325K and leaving 162,376 shares worth $13.5M. The position accounts for 0.95% of the portfolio, ranked #20.

AWM Capital first reported a position in DFUS in Q3 2021 and has held it in 21 quarters since. The position peaked at $20.8M in Q3 2021. 186 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • AWM Capital held 162,376 shares of Dimensional US Equity ETF worth $13.5M as of Q3 2026.
  • AWM Capital sold 3,914 Dimensional US Equity ETF shares in Q3 2026, an estimated $325K.
  • Dimensional US Equity ETF made up 0.95% of AWM Capital's portfolio in Q3 2026, its #20 holding.
  • AWM Capital first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 21 quarters since.
  • AWM Capital's Dimensional US Equity ETF position peaked at $20.8M in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.