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DFUS

NWAM LLC’s Dimensional US Equity ETF DFUS Stock Holding History

NWAM LLC’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 		$2.47M Buy
+30,163
New +$2.39M 0.12% 180
2023
Q2 		– Sell
-8,744
Closed -$389K – 541
2023
Q1 		$389K Buy
+8,744
New +$380K 0.04% 318

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

NWAM LLC's DFUS Position: Q2 2026 in Review

NWAM LLC opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 30,163 shares worth $2.47M. The stake represents 0.12% of the portfolio and ranks #180 among its holdings. This is a return to the name: NWAM LLC previously reported a position in DFUS as recently as Q1 2023.

NWAM LLC first reported a position in DFUS in Q1 2023 and has held it in 2 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • NWAM LLC held 30,163 shares of Dimensional US Equity ETF worth $2.47M as of Q2 2026.
  • Dimensional US Equity ETF was a new NWAM LLC position in Q2 2026.
  • Dimensional US Equity ETF made up 0.12% of NWAM LLC's portfolio in Q2 2026, its #180 holding.
  • NWAM LLC first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 2 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.