CWC Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

CWC Advisors’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	$221K	Buy	+2,693	New	+$213K	0.1%	147

Other funds holding DFUS

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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWC Advisors's DFUS Position: Q2 2026 in Review

CWC Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 2,693 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #147 among its holdings.

224 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

CWC Advisors held 2,693 shares of Dimensional US Equity ETF worth $221K as of Q2 2026.
Dimensional US Equity ETF was a new CWC Advisors position in Q2 2026.
Dimensional US Equity ETF made up 0.1% of CWC Advisors's portfolio in Q2 2026, its #147 holding.
224 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.