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 Q3	$5.65M	Sell	68,060 -1,423	-2%	-$118K	0.1%	183
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners's DFUS Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Dimensional US Equity ETF (DFUS) stake by 2% in Q3 2026, selling an estimated $118K and leaving 68,060 shares worth $5.65M. The position accounts for 0.1% of the portfolio, ranked #183.

Wealthcare Advisory Partners first reported a position in DFUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.2M in Q1 2026. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Wealthcare Advisory Partners held 68,060 shares of Dimensional US Equity ETF worth $5.65M as of Q3 2026.
Wealthcare Advisory Partners sold 1,423 Dimensional US Equity ETF shares in Q3 2026, an estimated $118K.
Dimensional US Equity ETF made up 0.1% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #183 holding.
Wealthcare Advisory Partners first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 7 quarters since.
Wealthcare Advisory Partners's Dimensional US Equity ETF position peaked at $16.2M in Q1 2026.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.