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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
Q3 		$224K Hold
2,693
– – 0.1% 149
2026
Q2 		$221K Buy
+2,693
New +$213K 0.1% 147

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

CWC Advisors's DFUS Position: Q3 2026 in Review

CWC Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 2,693 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #149.

CWC Advisors first reported a position in DFUS in Q2 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • CWC Advisors held 2,693 shares of Dimensional US Equity ETF worth $224K as of Q3 2026.
  • CWC Advisors left its Dimensional US Equity ETF share count unchanged in Q3 2026.
  • Dimensional US Equity ETF made up 0.1% of CWC Advisors's portfolio in Q3 2026, its #149 holding.
  • CWC Advisors first reported a position in Dimensional US Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.