DWM
DFUS

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

DWR 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 		$7.45M Buy
91,640
+16,317
+22% +$1.29M 5.57% 7
2026
Q1 		$5.19M Buy
75,323
+37,205
+98% +$2.76M 4.51% 7
2025
Q4 		$2.85M Buy
+38,118
New +$2.8M 2.64% 12

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

DWR Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 22% in Q2 2026, buying an estimated $1.29M and bringing the position to 91,640 shares worth $7.45M. The position accounts for 5.57% of the portfolio, ranked #7.

DWR Wealth Management first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • DWR Wealth Management held 91,640 shares of Dimensional US Equity ETF worth $7.45M as of Q2 2026.
  • DWR Wealth Management bought 16,317 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.29M.
  • Dimensional US Equity ETF made up 5.57% of DWR Wealth Management's portfolio in Q2 2026, its #7 holding.
  • DWR Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.