PWS
DFUS

Physician Wealth Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Physician Wealth Solutions’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 		$12.9M Hold
157,689
– – 4.9% 7
2026
Q1 		$11.2M Hold
157,689
– – 4.63% 10
2025
Q4 		$11.7M Hold
157,689
– – 4.96% 8
2025
Q3 		$11.4M Sell
157,689
-1,807
-1% -$126K 4.99% 7
2025
Q2 		$10.7M Buy
159,496
+4,132
+3% +$256K 4.96% 7
2025
Q1 		$9.4M Hold
155,364
– – 4.72% 9
2024
Q4 		$9.9M Hold
155,364
– – 4.96% 8
2024
Q3 		$9.77M Buy
155,364
+5
+0% +$299 4.87% 8
2024
Q2 		$9.14M Buy
155,359
+163
+0.1% +$9.27K 6.53% 6
2024
Q1 		$8.84M Buy
155,196
+47
+0% +$2.54K 7.42% 3
2023
Q4 		$8.04M Buy
+155,149
New +$7.51M 8.03% 3

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Physician Wealth Solutions's DFUS Position: Q2 2026 in Review

Physician Wealth Solutions held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 157,689 shares worth $12.9M. The position accounts for 4.9% of the portfolio, ranked #7.

Physician Wealth Solutions first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 170 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Physician Wealth Solutions held 157,689 shares of Dimensional US Equity ETF worth $12.9M as of Q2 2026.
  • Physician Wealth Solutions left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 4.9% of Physician Wealth Solutions's portfolio in Q2 2026, its #7 holding.
  • Physician Wealth Solutions first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.