CWA Asset Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

CWA Asset Management Group’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	$4.78M	Sell	58,336 -456	-0.8%	-$36.1K	0.15%	149
2026 Q1	$4.17M	Sell	58,792 -621	-1%	-$46K	0.14%	148
2025 Q4	$4.41M	Buy	59,413 +53	+0.1%	+$3.89K	0.16%	133
2025 Q3	$4.3M	Buy	59,360 +61	+0.1%	+$4.25K	0.16%	130
2025 Q2	$3.97M	Buy	59,299 +66	+0.1%	+$4.09K	0.17%	126
2025 Q1	$3.58M	Buy	59,233 +54	+0.1%	+$3.45K	0.17%	122
2024 Q4	$3.77M	Buy	59,179 +87	+0.1%	+$5.58K	0.19%	105
2024 Q3	$3.68M	Buy	+59,092	New	+$3.54M	0.2%	105
2024 Q1	$3.23M	Buy	56,727 +50	+0.1%	+$2.71K	0.2%	108
2023 Q4	$2.94M	Buy	56,677 +108	+0.2%	+$5.23K	0.2%	100
2023 Q3	$2.63M	Buy	56,569 +82	+0.1%	+$3.97K	0.19%	104
2023 Q2	$2.72M	Sell	56,487 -171	-0.3%	-$7.78K	0.19%	95
2023 Q1	$2.52M	Buy	56,658 +100	+0.2%	+$4.34K	0.19%	94
2022 Q4	$2.35M	Buy	56,558 +150	+0.3%	+$6.27K	0.19%	100
2022 Q3	$2.19M	Sell	56,408 -286	-0.5%	-$12.3K	0.21%	84
2022 Q2	$2.31M	Buy	56,694 +117	+0.2%	+$5.18K	0.22%	84
2022 Q1	$2.77M	Sell	56,577 -5,606	-9%	-$271K	0.21%	90
2021 Q4	$3.21M	Sell	62,183 -1,064	-2%	-$53.5K	0.24%	90
2021 Q3	$2.98M	Buy	63,247 +88	+0.1%	+$4.26K	0.24%	98
2021 Q2	$2.99M	Buy	+63,159	New	+$2.94M	0.24%	93

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CWA Asset Management Group's DFUS Position: Q2 2026 in Review

CWA Asset Management Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.78% in Q2 2026, selling an estimated $36.1K and leaving 58,336 shares worth $4.78M. The position accounts for 0.15% of the portfolio, ranked #149.

CWA Asset Management Group first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 463 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

CWA Asset Management Group held 58,336 shares of Dimensional US Equity ETF worth $4.78M as of Q2 2026.
CWA Asset Management Group sold 456 Dimensional US Equity ETF shares in Q2 2026, an estimated $36.1K.
Dimensional US Equity ETF made up 0.15% of CWA Asset Management Group's portfolio in Q2 2026, its #149 holding.
CWA Asset Management Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
463 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.