Waverly Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Waverly Advisors’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 Q1	$4.95M	Buy	69,769 +25	+0%	+$1.85K	0.04%	411
2025 Q4	$5.17M	Buy	69,744 +7,790	+13%	+$572K	0.04%	369
2025 Q3	$4.49M	Buy	61,954 +26	+0%	+$1.81K	0.04%	336
2025 Q2	$4.15M	Sell	61,928 -292	-0.5%	-$18.1K	0.05%	339
2025 Q1	$3.76M	Buy	62,220 +4,075	+7%	+$260K	0.05%	347
2024 Q4	$3.71M	Buy	58,145 +37	+0.1%	+$2.37K	0.06%	262
2024 Q3	$3.61M	Buy	58,108 +26	+0%	+$1.56K	0.07%	236
2024 Q2	$3.42M	Buy	58,082 +940	+2%	+$53.4K	0.07%	235
2024 Q1	$3.26M	Buy	57,142 +275	+0.5%	+$14.9K	0.08%	196
2023 Q4	$2.95M	Buy	56,867 +46	+0.1%	+$2.23K	0.11%	116
2023 Q3	$2.65M	Buy	56,821 +1,296	+2%	+$62.7K	0.12%	113
2023 Q2	$2.67M	Buy	55,525 +45,315	+444%	+$2.06M	0.12%	112
2023 Q1	$454K	Buy	10,210 +32	+0.3%	+$1.39K	0.02%	201
2022 Q4	$424K	Buy	10,178 +46	+0.5%	+$1.92K	0.02%	191
2022 Q3	$393K	Buy	+10,132	New	+$436K	0.03%	176

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Waverly Advisors's DFUS Position: Q1 2026 in Review

Waverly Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.04% in Q1 2026, buying an estimated $1.85K and bringing the position to 69,769 shares worth $4.95M. The position accounts for 0.04% of the portfolio, ranked #411.

Waverly Advisors first reported a position in DFUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.17M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Waverly Advisors held 69,769 shares of Dimensional US Equity ETF worth $4.95M as of Q1 2026.
Waverly Advisors bought 25 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.85K.
Dimensional US Equity ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #411 holding.
Waverly Advisors first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 15 quarters since.
Waverly Advisors's Dimensional US Equity ETF position peaked at $5.17M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.