FWCM
DFUS

Ferguson Wellman Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Ferguson Wellman Capital 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 		$462K Hold
5,642
– – 0.01% 313
2026
Q1 		$400K Hold
5,642
– – 0.01% 313
2025
Q4 		$418K Hold
5,642
– – 0.01% 271
2025
Q3 		$409K Buy
5,642
+1,345
+31% +$93.7K 0.01% 273
2025
Q2 		$288K Hold
4,297
– – 0.01% 302
2025
Q1 		$260K Sell
4,297
-1,345
-24% -$85.9K 0.01% 319
2024
Q4 		$360K Hold
5,642
– – 0.01% 276
2024
Q3 		$351K Hold
5,642
– – 0.01% 290
2024
Q2 		$332K Hold
5,642
– – 0.01% 291
2024
Q1 		$321K Hold
5,642
– – 0.01% 301
2023
Q4 		$292K Hold
5,642
– – 0.01% 315
2023
Q3 		$263K Buy
+5,642
New +$273K 0.01% 312

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

Ferguson Wellman Capital Management's DFUS Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 5,642 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #313.

Ferguson Wellman Capital Management first reported a position in DFUS in Q3 2023 and has held it in 12 quarters since. 334 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Ferguson Wellman Capital Management held 5,642 shares of Dimensional US Equity ETF worth $462K as of Q2 2026.
  • Ferguson Wellman Capital Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #313 holding.
  • Ferguson Wellman Capital Management first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 334 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.