HWG Holdings’s Dimensional US Equity ETF DFUS Stock Holding History

HWG Holdings’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	$317K	Hold	3,819	–	–	0.07%	43
2026 Q2	$313K	Hold	3,819	–	–	0.07%	41
2026 Q1	$271K	Hold	3,819	–	–	0.07%	50
2025 Q4	$283K	Hold	3,819	–	–	0.07%	42
2025 Q3	$277K	Hold	3,819	–	–	0.07%	54
2025 Q2	$256K	Hold	3,819	–	–	0.07%	51
2025 Q1	$231K	Hold	3,819	–	–	0.1%	38
2024 Q4	$243K	Hold	3,819	–	–	0.08%	45
2024 Q3	$238K	Hold	3,819	–	–	0.08%	48
2024 Q2	$225K	Buy	+3,819	New	+$217K	0.08%	36
2023 Q4	$198K	Hold	3,819	–	–	0.09%	48
2023 Q3	$178K	Hold	3,819	–	–	0.1%	49
2023 Q2	$184K	Buy	+3,819	New	+$174K	0.08%	56

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

HWG Holdings's DFUS Position: Q3 2026 in Review

HWG Holdings held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 3,819 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #43.

HWG Holdings first reported a position in DFUS in Q2 2023 and has held it in 13 quarters since. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

HWG Holdings held 3,819 shares of Dimensional US Equity ETF worth $317K as of Q3 2026.
HWG Holdings left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.07% of HWG Holdings's portfolio in Q3 2026, its #43 holding.
HWG Holdings first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 13 quarters since.
637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on HWG Holdings's 13F filing for Q3 2026, filed 8 Oct 2026.