TCM
DFUS

Tradewinds Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Tradewinds Capital 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 		– Sell
-2,336
Closed -$166K – 734
2026
Q1 		$166K Buy
2,336
+6
+0.3% +$445 0.03% 112
2025
Q4 		$173K Buy
+2,330
New +$171K 0.04% 108

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

Tradewinds Capital Management's DFUS Position: Q2 2026 in Review

Tradewinds Capital Management sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 2,336 shares — an estimated $166K sold.

Tradewinds Capital Management first reported a position in DFUS in Q4 2025 and held it in 2 quarters. The position peaked at $173K in Q4 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Tradewinds Capital Management reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Tradewinds Capital Management sold 2,336 Dimensional US Equity ETF shares in Q2 2026, an estimated $166K.
  • Tradewinds Capital Management first reported a position in Dimensional US Equity ETF in Q4 2025 and held it in 2 quarters.
  • Tradewinds Capital Management's Dimensional US Equity ETF position peaked at $173K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.