Greenwood Capital Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Greenwood Capital 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 Q2	$12.4M	Buy	150,832 +26,923	+22%	+$2.13M	1.21%	17
2026 Q1	$8.79M	Buy	123,909 +1,912	+2%	+$142K	0.97%	26
2025 Q4	$9.05M	Buy	121,997 +12,993	+12%	+$955K	0.98%	25
2025 Q3	$7.9M	Buy	109,004 +23,222	+27%	+$1.62M	0.91%	29
2025 Q2	$5.75M	Buy	85,782 +15,053	+21%	+$932K	0.72%	45
2025 Q1	$4.28M	Buy	70,729 +44,586	+171%	+$2.85M	0.58%	64
2024 Q4	$1.67M	Buy	+26,143	New	+$1.68M	0.22%	93

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Greenwood Capital Associates's DFUS Position: Q2 2026 in Review

Greenwood Capital Associates increased its Dimensional US Equity ETF (DFUS) stake by 22% in Q2 2026, buying an estimated $2.13M and bringing the position to 150,832 shares worth $12.4M. The position accounts for 1.21% of the portfolio, ranked #17.

Greenwood Capital Associates first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Greenwood Capital Associates held 150,832 shares of Dimensional US Equity ETF worth $12.4M as of Q2 2026.
Greenwood Capital Associates bought 26,923 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.13M.
Dimensional US Equity ETF made up 1.21% of Greenwood Capital Associates's portfolio in Q2 2026, its #17 holding.
Greenwood Capital Associates first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.