LPL Financial
DWUS icon

LPL Financial’s AdvisorShares Dorsey Wright FSM US Core ETF DWUS Stock Holding History

LPL Financial’s Portfolio DWUS Stock Details DWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Hold
7,179
– – ﹤0.01% 5097
2026
Q1 		$365K Sell
7,179
-1,249
-15% -$67.2K ﹤0.01% 5047
2025
Q4 		$457K Sell
8,428
-922
-10% -$50K ﹤0.01% 4792
2025
Q3 		$508K Buy
+9,350
New +$485K ﹤0.01% 4609

Other funds holding DWUS

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM

LPL Financial's DWUS Position: Q2 2026 in Review

LPL Financial held its AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) position steady in Q2 2026 at 7,179 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #5097.

LPL Financial first reported a position in DWUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $508K in Q3 2025. 9 funds tracked by Wall St. Rank hold DWUS as of Q2 2026.

  • LPL Financial held 7,179 shares of AdvisorShares Dorsey Wright FSM US Core ETF worth $457K as of Q2 2026.
  • LPL Financial left its AdvisorShares Dorsey Wright FSM US Core ETF share count unchanged in Q2 2026.
  • AdvisorShares Dorsey Wright FSM US Core ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5097 holding.
  • LPL Financial first reported a position in AdvisorShares Dorsey Wright FSM US Core ETF in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's AdvisorShares Dorsey Wright FSM US Core ETF position peaked at $508K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright FSM US Core ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.