OCWP
DFUS

Owl Creek Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Owl Creek Wealth Partners’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 		$39.4M Buy
480,458
+12,592
+3% +$996K 11.52% 1
2026
Q1 		$33.2M Buy
+467,866
New +$34.7M 11.82% 1

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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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Owl Creek Wealth Partners's DFUS Position: Q2 2026 in Review

Owl Creek Wealth Partners increased its Dimensional US Equity ETF (DFUS) stake by 2.7% in Q2 2026, buying an estimated $996K and bringing the position to 480,458 shares worth $39.4M. The position accounts for 11.52% of the portfolio, ranked #1.

Owl Creek Wealth Partners first reported a position in DFUS in Q1 2026 and has held it in 2 quarters since. 839 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Owl Creek Wealth Partners held 480,458 shares of Dimensional US Equity ETF worth $39.4M as of Q2 2026.
  • Owl Creek Wealth Partners bought 12,592 Dimensional US Equity ETF shares in Q2 2026, an estimated $996K.
  • Dimensional US Equity ETF made up 11.52% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Owl Creek Wealth Partners first reported a position in Dimensional US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 839 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.