Wealth Enhancement Advisory Services
DFUS

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

Wealth Enhancement Advisory Services’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 		$84.7M Buy
1,041,811
+13,280
+1% +$1.05M 0.14% 122
2026
Q1 		$72.4M Sell
1,028,531
-547,524
-35% -$40.6M 0.15% 124
2025
Q4 		$119M Sell
1,576,055
-22,427
-1% -$1.65M 0.16% 111
2025
Q3 		$116M Sell
1,598,482
-36,208
-2% -$2.52M 0.18% 114
2025
Q2 		$111M Buy
1,634,690
+27,605
+2% +$1.71M 0.18% 108
2025
Q1 		$97.2M Sell
1,607,085
-27,289
-2% -$1.74M 0.19% 106
2024
Q4 		$104M Sell
1,634,374
-3,156
-0.2% -$202K 0.2% 102
2024
Q3 		$102M Buy
1,637,530
+1,085
+0.1% +$65K 0.22% 94
2024
Q2 		$96.3M Buy
1,636,445
+207,165
+14% +$11.8M 0.23% 91
2024
Q1 		$81.4M Sell
1,429,280
-19,675
-1% -$1.07M 0.21% 102
2023
Q4 		$75.1M Sell
1,448,955
-7,008
-0.5% -$339K 0.22% 103
2023
Q3 		$67.8M Buy
1,455,963
+1,435,323
+6,954% +$69.4M 0.22% 98
2023
Q2 		$994K Sell
20,640
-26,386
-56% -$1.2M 0.01% 263
2023
Q1 		$2.09M Buy
47,026
+16,323
+53% +$709K 0.02% 212
2022
Q4 		$1.34M Buy
30,703
+8,478
+38% +$354K 0.02% 201
2022
Q3 		$878K Buy
22,225
+11,077
+99% +$476K 0.01% 243
2022
Q2 		$468K Buy
11,148
+5,717
+105% +$253K 0.01% 282
2022
Q1 		$269K Buy
5,431
+12
+0.2% +$580 ﹤0.01% 290
2021
Q4 		$264K Buy
+5,419
New +$272K ﹤0.01% 279

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 Enhancement Advisory Services's DFUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Equity ETF (DFUS) stake by 1.3% in Q2 2026, buying an estimated $1.05M and bringing the position to 1,041,811 shares worth $84.7M. The position accounts for 0.14% of the portfolio, ranked #122.

Wealth Enhancement Advisory Services first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $119M in Q4 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,041,811 shares of Dimensional US Equity ETF worth $84.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,280 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.05M.
  • Dimensional US Equity ETF made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #122 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional US Equity ETF position peaked at $119M in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.