CWS Financial Advisors
DFUS icon

CWS Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

CWS Financial 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 		$54.3M Buy
653,506
+66,725
+11% +$5.54M 11.95% 2
2026
Q2 		$48.1M Buy
586,781
+143,645
+32% +$11.4M 10.67% 2
2026
Q1 		$31.4M Buy
443,136
+407,062
+1,128% +$30.2M 8.05% 2
2025
Q4 		$2.68M Buy
36,074
+28,318
+365% +$2.08M 0.73% 22
2025
Q3 		$562K Buy
+7,756
New +$540K 0.16% 76

Other funds holding DFUS

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 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
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 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
Penney Financial
Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

CWS Financial Advisors's DFUS Position: Q3 2026 in Review

CWS Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 11% in Q3 2026, buying an estimated $5.54M and bringing the position to 653,506 shares worth $54.3M. The position accounts for 11.95% of the portfolio, ranked #2.

CWS Financial Advisors first reported a position in DFUS in Q3 2025 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • CWS Financial Advisors held 653,506 shares of Dimensional US Equity ETF worth $54.3M as of Q3 2026.
  • CWS Financial Advisors bought 66,725 Dimensional US Equity ETF shares in Q3 2026, an estimated $5.54M.
  • Dimensional US Equity ETF made up 11.95% of CWS Financial Advisors's portfolio in Q3 2026, its #2 holding.
  • CWS Financial Advisors first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.