WETS
DFUS

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

Wealth Enhancement Trust 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 		$988K Hold
12,053
– – 0.11% 148
2026
Q1 		$855K Hold
12,053
– – 0.1% 162
2025
Q4 		$894K Buy
+12,053
New +$886K 0.11% 145

Other funds holding DFUS

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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
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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Trust Services's DFUS Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 12,053 shares worth $988K. The position accounts for 0.11% of the portfolio, ranked #148.

Wealth Enhancement Trust Services first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Wealth Enhancement Trust Services held 12,053 shares of Dimensional US Equity ETF worth $988K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.11% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #148 holding.
  • Wealth Enhancement Trust Services first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 719 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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