WCM
DFUS

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

Warburton 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 		$30.1M Buy
367,506
+146,186
+66% +$11.6M 12.25% 3
2026
Q1 		$16.4M Buy
221,320
+105,215
+91% +$7.8M 8% 3
2025
Q4 		$8.61M Buy
116,105
+24,740
+27% +$1.82M 4.86% 3
2025
Q3 		$6.64M Buy
91,365
+13,129
+17% +$915K 4% 3
2025
Q2 		$5.39M Buy
78,236
+58,377
+294% +$3.61M 3.2% 3
2025
Q1 		$1.2M Buy
19,859
+10,886
+121% +$696K 0.87% 13
2024
Q4 		$572K Buy
+8,973
New +$575K 0.43% 17

Other funds holding DFUS

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

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

Warburton Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 66% in Q2 2026, buying an estimated $11.6M and bringing the position to 367,506 shares worth $30.1M. The position accounts for 12.25% of the portfolio, ranked #3.

Warburton Capital Management first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 535 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Warburton Capital Management held 367,506 shares of Dimensional US Equity ETF worth $30.1M as of Q2 2026.
  • Warburton Capital Management bought 146,186 Dimensional US Equity ETF shares in Q2 2026, an estimated $11.6M.
  • Dimensional US Equity ETF made up 12.25% of Warburton Capital Management's portfolio in Q2 2026, its #3 holding.
  • Warburton Capital Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 535 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.