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TWA
DFUS
TCI Wealth Advisors’s
Dimensional US Equity ETF
DFUS
Stock Holding History
TCI Wealth Advisors’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
Q1
$236M
Buy
3,321,432
+153,007
+5%
+$11.3M
12.51%
1
2025
Q4
$235M
Buy
3,168,425
+216,267
+7%
+$15.9M
12.95%
1
2025
Q3
$214M
Buy
2,952,158
+221,791
+8%
+$15.5M
12.76%
1
2025
Q2
$183M
Buy
2,730,367
+247,713
+10%
+$15.3M
12.54%
1
2025
Q1
$150M
Buy
2,482,654
+139,609
+6%
+$8.92M
12.02%
1
2024
Q4
$149M
Sell
2,343,045
-20,881
-0.9%
-$1.34M
12.48%
2
2024
Q3
$147M
Buy
2,363,926
+47,763
+2%
+$2.86M
12.39%
2
2024
Q2
$136M
Buy
2,316,163
+39,253
+2%
+$2.23M
12.86%
1
2024
Q1
$130M
Sell
2,276,910
-7,442
-0.3%
-$403K
12.79%
2
2023
Q4
$118M
Buy
2,284,352
+11,050
+0.5%
+$535K
12.63%
2
2023
Q3
$106M
Buy
2,273,302
+22,198
+1%
+$1.07M
13.5%
2
2023
Q2
$108M
Sell
2,251,104
-257
-0%
-$11.7K
13.85%
2
2023
Q1
$100M
Buy
2,251,361
+57,407
+3%
+$2.49M
12.98%
2
2022
Q4
$91.3M
Buy
2,193,954
+90,458
+4%
+$3.78M
12.64%
2
2022
Q3
$81.7M
Buy
2,103,496
+53,989
+3%
+$2.32M
13.21%
2
2022
Q2
$83.5M
Sell
2,049,507
-71,564
-3%
-$3.17M
12.78%
2
2022
Q1
$104M
Buy
2,121,071
+988
+0%
+$47.8K
15.58%
1
2021
Q4
$110M
Buy
2,120,083
+22,724
+1%
+$1.14M
16.21%
1
2021
Q3
$98.9M
Buy
2,097,359
+2,541
+0.1%
+$123K
15.54%
1
2021
Q2
$98.7M
Buy
+2,094,818
New
+$97.6M
17.14%
1
Other funds holding DFUS
Prudential Financial
Newark, New Jersey
$81.2B AUM
27.81%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
MPW
MASECO Private Wealth
London
$3.19B AUM
14.06%
1-Year Est. Return
RFP
Root Financial Partners
Encinitas, California
$2.16B AUM
18.08%
1-Year Est. Return
VT
Vise Technologies
New York
$5.09B AUM
22.62%
1-Year Est. Return
IFA
Index Fund Advisors
Irvine, California
$2.22B AUM
20.66%
1-Year Est. Return
PL
Plancorp LLC
Saint Louis, Missouri
$3.52B AUM
22.33%
1-Year Est. Return
SWA
Sax Wealth Advisors
Parsippany, New Jersey
$2.46B AUM
19.75%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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