Wealth Enhancement Advisory Services
DFUS icon

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
Q3 		$93M Buy
1,119,789
+77,978
+7% +$6.47M 0.14% 137
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Penney Financial
Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFUS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Equity ETF (DFUS) stake by 7.5% in Q3 2026, buying an estimated $6.47M and bringing the position to 1,119,789 shares worth $93M. The position accounts for 0.14% of the portfolio, ranked #137.

Wealth Enhancement Advisory Services first reported a position in DFUS in Q4 2021 and has held it in 20 quarters since. The position peaked at $119M in Q4 2025. 254 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,119,789 shares of Dimensional US Equity ETF worth $93M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 77,978 Dimensional US Equity ETF shares in Q3 2026, an estimated $6.47M.
  • Dimensional US Equity ETF made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #137 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional US Equity ETF position peaked at $119M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.