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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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. 875 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.
875 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.