WPW
DFUS

Waldron Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Waldron Private Wealth’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 		$638K Hold
7,791
– – 0.02% 195
2026
Q1 		$552K Buy
7,791
+75
+1% +$5.56K 0.02% 206
2025
Q4 		$572K Hold
7,716
– – 0.02% 194
2025
Q3 		$559K Buy
+7,716
New +$538K 0.02% 191

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

Waldron Private Wealth's DFUS Position: Q2 2026 in Review

Waldron Private Wealth held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 7,791 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #195.

Waldron Private Wealth first reported a position in DFUS in Q3 2025 and has held it in 4 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Waldron Private Wealth held 7,791 shares of Dimensional US Equity ETF worth $638K as of Q2 2026.
  • Waldron Private Wealth left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #195 holding.
  • Waldron Private Wealth first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.