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
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 $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

LPL Financial's DWUS Position: Q1 2026 in Review

LPL Financial reduced its AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) stake by 15% in Q1 2026, selling an estimated $67.2K and leaving 7,179 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #5047.

LPL Financial first reported a position in DWUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $508K in Q3 2025. 10 funds tracked by Wall St. Rank hold DWUS as of Q1 2026.

  • LPL Financial held 7,179 shares of AdvisorShares Dorsey Wright FSM US Core ETF worth $365K as of Q1 2026.
  • LPL Financial sold 1,249 AdvisorShares Dorsey Wright FSM US Core ETF shares in Q1 2026, an estimated $67.2K.
  • AdvisorShares Dorsey Wright FSM US Core ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5047 holding.
  • LPL Financial first reported a position in AdvisorShares Dorsey Wright FSM US Core ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's AdvisorShares Dorsey Wright FSM US Core ETF position peaked at $508K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright FSM US Core ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.