Wealth Advisors Northwest’s Dimensional US Equity ETF DFUS Stock Holding History

Wealth Advisors Northwest’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 Q3	$459K	Buy	5,528 +13	+0.2%	+$1.08K	0.15%	43
2026 Q2	$452K	Buy	5,515 +13	+0.2%	+$1.03K	0.15%	44
2026 Q1	$390K	Buy	5,502 +13	+0.2%	+$963	0.16%	42
2025 Q4	$407K	Buy	5,489 +12	+0.2%	+$882	0.18%	42
2025 Q3	$397K	Hold	5,477	–	–	0.19%	42
2025 Q2	$367K	Hold	5,477	–	–	0.19%	44
2025 Q1	$331K	Hold	5,477	–	–	0.21%	44
2024 Q4	$349K	Buy	+5,477	New	+$351K	0.24%	42

Other funds holding DFUS

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Advisors Northwest's DFUS Position: Q3 2026 in Review

Wealth Advisors Northwest increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q3 2026, buying an estimated $1.08K and bringing the position to 5,528 shares worth $459K. The position accounts for 0.15% of the portfolio, ranked #43.

Wealth Advisors Northwest first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 712 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Wealth Advisors Northwest held 5,528 shares of Dimensional US Equity ETF worth $459K as of Q3 2026.
Wealth Advisors Northwest bought 13 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.08K.
Dimensional US Equity ETF made up 0.15% of Wealth Advisors Northwest's portfolio in Q3 2026, its #43 holding.
Wealth Advisors Northwest first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
712 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Wealth Advisors Northwest's 13F filing for Q3 2026, filed 29 Oct 2026.