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Global Wealth Strategies & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Global Wealth Strategies & Associates’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 		$394K Buy
+4,744
New +$394K 0.07% 69
2026
Q2 		– Sell
-2,308
Closed -$164K – 182
2026
Q1 		$164K Sell
2,308
-32
-1% -$2.37K 0.04% 92
2025
Q4 		$174K Sell
2,340
-105
-4% -$7.71K 0.04% 76
2025
Q3 		$177K Buy
+2,445
New +$170K 0.05% 72

Other funds holding DFUS

SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AC
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

Global Wealth Strategies & Associates's DFUS Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2026: 4,744 shares worth $394K. The stake represents 0.07% of the portfolio and ranks #69 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in DFUS as recently as Q1 2026.

Global Wealth Strategies & Associates first reported a position in DFUS in Q3 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Global Wealth Strategies & Associates held 4,744 shares of Dimensional US Equity ETF worth $394K as of Q3 2026.
  • Dimensional US Equity ETF was a new Global Wealth Strategies & Associates position in Q3 2026.
  • Dimensional US Equity ETF made up 0.07% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #69 holding.
  • Global Wealth Strategies & Associates first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.