Great Waters Wealth Management
DFUS icon

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
Q3 		$259M Buy
3,114,270
+179,602
+6% +$14.9M 23.25% 1
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% +$9.8M 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

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Great Waters Wealth Management's DFUS Position: Q3 2026 in Review

Great Waters Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 6.1% in Q3 2026, buying an estimated $14.9M and bringing the position to 3,114,270 shares worth $259M. The position accounts for 23.25% of the portfolio, ranked #1.

Great Waters Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 549 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Great Waters Wealth Management held 3,114,270 shares of Dimensional US Equity ETF worth $259M as of Q3 2026.
  • Great Waters Wealth Management bought 179,602 Dimensional US Equity ETF shares in Q3 2026, an estimated $14.9M.
  • Dimensional US Equity ETF made up 23.25% of Great Waters Wealth Management's portfolio in Q3 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 16 quarters since.
  • 549 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.