NWM
DFUS

Northwest Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Northwest Wealth Management’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 		$14.4M Sell
176,175
-4,500
-2% -$356K 1.9% 12
2026
Q1 		$12.8M Sell
180,675
-4,334
-2% -$321K 1.93% 11
2025
Q4 		$13.7M Buy
185,009
+7,091
+4% +$521K 2.16% 11
2025
Q3 		$12.9M Sell
177,918
-9,759
-5% -$680K 2.12% 12
2025
Q2 		$12.6M Buy
187,677
+412
+0.2% +$25.5K 2.27% 11
2025
Q1 		$11.3M Buy
187,265
+28,921
+18% +$1.85M 2.26% 11
2024
Q4 		$10.1M Buy
158,344
+29,702
+23% +$1.9M 2.14% 12
2024
Q3 		$8M Buy
128,642
+49,135
+62% +$2.94M 1.87% 14
2024
Q2 		$4.68M Buy
79,507
+45,311
+133% +$2.58M 1.21% 21
2024
Q1 		$1.95M Buy
34,196
+22,724
+198% +$1.23M 0.53% 40
2023
Q4 		$595K Buy
+11,472
New +$555K 0.18% 82

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

Northwest Wealth Management's DFUS Position: Q2 2026 in Review

Northwest Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 2.5% in Q2 2026, selling an estimated $356K and leaving 176,175 shares worth $14.4M. The position accounts for 1.9% of the portfolio, ranked #12.

Northwest Wealth Management first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Northwest Wealth Management held 176,175 shares of Dimensional US Equity ETF worth $14.4M as of Q2 2026.
  • Northwest Wealth Management sold 4,500 Dimensional US Equity ETF shares in Q2 2026, an estimated $356K.
  • Dimensional US Equity ETF made up 1.9% of Northwest Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Northwest Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.