JWCA
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J.W. Cole Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

J.W. Cole Advisors’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 		$1.48M Buy
18,092
+2,118
+13% +$167K 0.03% 608
2026
Q1 		$1.13M Sell
15,974
-6,941
-30% -$514K 0.04% 355
2025
Q4 		$888K Buy
22,915
+10,094
+79% +$742K 0.02% 671
2025
Q3 		$929K Buy
12,821
+538
+4% +$37.5K 0.02% 745
2025
Q2 		$823K Buy
+12,283
New +$761K 0.02% 737
2025
Q1 		– Sell
-12,664
Closed -$807K – 1275
2024
Q4 		$807K Sell
12,664
-6,240
-33% -$400K 0.03% 479
2024
Q3 		$1.18M Buy
18,904
+529
+3% +$31.7K 0.05% 355
2024
Q2 		$1.08M Sell
18,375
-1,468
-7% -$83.5K 0.05% 339
2024
Q1 		$1.13M Buy
19,843
+1,572
+9% +$85.1K 0.06% 321
2023
Q4 		$947K Buy
+18,271
New +$884K 0.06% 312

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

J.W. Cole Advisors's DFUS Position: Q2 2026 in Review

J.W. Cole Advisors increased its Dimensional US Equity ETF (DFUS) stake by 13% in Q2 2026, buying an estimated $167K and bringing the position to 18,092 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #608.

J.W. Cole Advisors first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • J.W. Cole Advisors held 18,092 shares of Dimensional US Equity ETF worth $1.48M as of Q2 2026.
  • J.W. Cole Advisors bought 2,118 Dimensional US Equity ETF shares in Q2 2026, an estimated $167K.
  • Dimensional US Equity ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #608 holding.
  • J.W. Cole Advisors first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.