GWWM
DFUS

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

Great Waters 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 		$240M Buy
2,934,668
+116,765
+4% +$9.23M 22.28% 1
2026
Q1 		$200M Buy
2,817,903
+132,363
+5% +$9.81M 21.15% 1
2025
Q4 		$199M Buy
2,685,540
+188,544
+8% +$13.9M 21.91% 1
2025
Q3 		$181M Buy
2,496,996
+106,456
+4% +$7.42M 21.37% 1
2025
Q2 		$160M Buy
2,390,540
+24,112
+1% +$1.49M 20.84% 1
2025
Q1 		$143M Sell
2,366,428
-144,638
-6% -$9.24M 19.86% 1
2024
Q4 		$160M Buy
2,511,066
+271,029
+12% +$17.4M 20.54% 1
2024
Q3 		$139M Buy
2,240,037
+257,467
+13% +$15.4M 18.79% 1
2024
Q2 		$117M Buy
1,982,570
+189,775
+11% +$10.8M 17.82% 1
2024
Q1 		$102M Buy
1,792,795
+112,655
+7% +$6.1M 16.68% 1
2023
Q4 		$85.6M Buy
1,680,140
+212,336
+14% +$10.3M 15.19% 1
2023
Q3 		$68.6M Buy
1,467,804
+188,231
+15% +$9.1M 13.61% 1
2023
Q2 		$61.6M Buy
1,279,573
+141,807
+12% +$6.45M 12.25% 2
2023
Q1 		$50.8M Buy
1,137,766
+152,828
+16% +$6.64M 10.74% 3
2022
Q4 		$42.9M Buy
+984,938
New +$41.2M 9.24% 4

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management's DFUS Position: Q2 2026 in Review

Great Waters Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 4.1% in Q2 2026, buying an estimated $9.23M and bringing the position to 2,934,668 shares worth $240M. The position accounts for 22.28% of the portfolio, ranked #1.

Great Waters Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 193 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Great Waters Wealth Management held 2,934,668 shares of Dimensional US Equity ETF worth $240M as of Q2 2026.
  • Great Waters Wealth Management bought 116,765 Dimensional US Equity ETF shares in Q2 2026, an estimated $9.23M.
  • Dimensional US Equity ETF made up 22.28% of Great Waters Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Great Waters Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 193 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.