AWM
DFUS

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

Axxcess 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 		$17.5M Buy
+214,100
New +$16.9M 0.28% 77
2026
Q1 		– Sell
-194,503
Closed -$14.4M – 537
2025
Q4 		$14.4M Buy
194,503
+92,125
+90% +$6.77M 0.25% 77
2025
Q3 		$7.42M Buy
102,378
+42,163
+70% +$2.94M 0.16% 116
2025
Q2 		$4.04M Buy
60,215
+40,751
+209% +$2.52M 0.09% 172
2025
Q1 		$1.18M Buy
+19,464
New +$1.24M 0.03% 353

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 214,100 shares worth $17.5M. The stake represents 0.28% of the portfolio and ranks #77 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DFUS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DFUS in Q1 2025 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Axxcess Wealth Management held 214,100 shares of Dimensional US Equity ETF worth $17.5M as of Q2 2026.
  • Dimensional US Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Dimensional US Equity ETF made up 0.28% of Axxcess Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Axxcess Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 501 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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