WIM
DFUS

Warwick Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Warwick Investment 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 		$12.7M Sell
155,213
-3,653
-2% -$289K 1.43% 14
2026
Q1 		$11.3M Sell
158,866
-96,418
-38% -$7.14M 1.63% 12
2025
Q4 		$18.9M Buy
255,284
+258
+0.1% +$19K 2.92% 8
2025
Q3 		$18.5M Sell
255,026
-40,692
-14% -$2.83M 3.21% 6
2025
Q2 		$19.8M Buy
295,718
+265
+0.1% +$16.4K 3.84% 5
2025
Q1 		$17.9M Buy
295,453
+287
+0.1% +$18.3K 3.71% 6
2024
Q4 		$18.8M Buy
+295,166
New +$18.9M 3.88% 6
2024
Q2 		– Sell
-293,573
Closed -$16.7M – 110
2024
Q1 		$16.7M Sell
293,573
-27,124
-8% -$1.47M 4.01% 6
2023
Q4 		$16.6M Buy
320,697
+2,367
+0.7% +$115K 4.89% 6
2023
Q3 		$14.8M Buy
+318,330
New +$15.4M 5.55% 5
2023
Q2 		– Sell
-319,049
Closed -$14.2M – 67
2023
Q1 		$14.2M Sell
319,049
-15
-0% -$651 6.02% 4
2022
Q4 		$13.3M Sell
319,064
-69,856
-18% -$2.92M 5.42% 5
2022
Q3 		$14.4M Buy
388,920
+35,646
+10% +$1.53M 8.54% 3
2022
Q2 		$14.4M Buy
353,274
+1,181
+0.3% +$52.3K 6.99% 3
2022
Q1 		$17.3M Buy
352,093
+1,679
+0.5% +$81.2K 7.52% 3
2021
Q4 		$18.1M Buy
+350,414
New +$17.6M 9.16% 2

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

Warwick Investment Management's DFUS Position: Q2 2026 in Review

Warwick Investment Management reduced its Dimensional US Equity ETF (DFUS) stake by 2.3% in Q2 2026, selling an estimated $289K and leaving 155,213 shares worth $12.7M. The position accounts for 1.43% of the portfolio, ranked #14.

Warwick Investment Management first reported a position in DFUS in Q4 2021 and has held it in 16 quarters since. The position peaked at $19.8M in Q2 2025. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Warwick Investment Management held 155,213 shares of Dimensional US Equity ETF worth $12.7M as of Q2 2026.
  • Warwick Investment Management sold 3,653 Dimensional US Equity ETF shares in Q2 2026, an estimated $289K.
  • Dimensional US Equity ETF made up 1.43% of Warwick Investment Management's portfolio in Q2 2026, its #14 holding.
  • Warwick Investment Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 16 quarters since.
  • Warwick Investment Management's Dimensional US Equity ETF position peaked at $19.8M in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.