WA
DFUS

Walsh & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Walsh & Associates’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 		$124K Hold
1,510
– – 0.1% 78
2026
Q1 		$107K Hold
1,510
– – 0.11% 73
2025
Q4 		$112K Buy
+1,510
New +$111K 0.11% 72

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

Walsh & Associates's DFUS Position: Q2 2026 in Review

Walsh & Associates held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 1,510 shares worth $124K. The position accounts for 0.1% of the portfolio, ranked #78.

Walsh & Associates first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 864 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Walsh & Associates held 1,510 shares of Dimensional US Equity ETF worth $124K as of Q2 2026.
  • Walsh & Associates left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.1% of Walsh & Associates's portfolio in Q2 2026, its #78 holding.
  • Walsh & Associates first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 864 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.