WAP
DFUS

Wealthcare Advisory Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Wealthcare Advisory Partners’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 		$5.69M Sell
69,483
-159,501
-70% -$12.6M 0.11% 159
2026
Q1 		$16.2M Buy
228,984
+163,068
+247% +$12.1M 0.32% 68
2025
Q4 		$4.89M Sell
65,916
-12,832
-16% -$943K 0.1% 189
2025
Q3 		$5.7M Sell
78,748
-86,510
-52% -$6.03M 0.12% 150
2025
Q2 		$11.1M Buy
165,258
+125,735
+318% +$7.79M 0.25% 79
2025
Q1 		$2.39M Buy
+39,523
New +$2.53M 0.06% 255

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

Wealthcare Advisory Partners's DFUS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Dimensional US Equity ETF (DFUS) stake by 70% in Q2 2026, selling an estimated $12.6M and leaving 69,483 shares worth $5.69M. The position accounts for 0.11% of the portfolio, ranked #159.

Wealthcare Advisory Partners first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.2M in Q1 2026. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Wealthcare Advisory Partners held 69,483 shares of Dimensional US Equity ETF worth $5.69M as of Q2 2026.
  • Wealthcare Advisory Partners sold 159,501 Dimensional US Equity ETF shares in Q2 2026, an estimated $12.6M.
  • Dimensional US Equity ETF made up 0.11% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #159 holding.
  • Wealthcare Advisory Partners first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • Wealthcare Advisory Partners's Dimensional US Equity ETF position peaked at $16.2M in Q1 2026.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.