WAT
DFUS

Wealth Advisory Team’s Dimensional US Equity ETF DFUS Stock Holding History

Wealth Advisory Team’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 		$12.8M Buy
+156,140
New +$12.3M 10.4% 2
2025
Q4 		$11.3M Buy
+152,150
New +$11.2M 9.98% 3
2025
Q2 		$10.1M Buy
+150,970
New +$9.35M 9.46% 3

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

Wealth Advisory Team's DFUS Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 156,140 shares worth $12.8M. The stake represents 10.4% of the portfolio and ranks #2 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in DFUS as recently as Q4 2025.

Wealth Advisory Team first reported a position in DFUS in Q2 2025 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Wealth Advisory Team held 156,140 shares of Dimensional US Equity ETF worth $12.8M as of Q2 2026.
  • Dimensional US Equity ETF was a new Wealth Advisory Team position in Q2 2026.
  • Dimensional US Equity ETF made up 10.4% of Wealth Advisory Team's portfolio in Q2 2026, its #2 holding.
  • Wealth Advisory Team first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.