WCM
DFUS

Wealthcare Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Wealthcare Capital Management’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 		$629K Buy
7,674
+697
+10% +$55.1K 0.06% 53
2026
Q1 		$495K Buy
+6,977
New +$517K 0.05% 57
2025
Q2 		– Sell
-166,619
Closed -$10.1M – 83
2025
Q1 		$10.1M Buy
166,619
+163,107
+4,644% +$10.4M 1.02% 10
2024
Q4 		$224K Buy
+3,512
New +$225K 0.02% 85

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 Capital Management's DFUS Position: Q2 2026 in Review

Wealthcare Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 10% in Q2 2026, buying an estimated $55.1K and bringing the position to 7,674 shares worth $629K. The position accounts for 0.06% of the portfolio, ranked #53.

Wealthcare Capital Management first reported a position in DFUS in Q4 2024 and has held it in 4 quarters since. The position peaked at $10.1M in Q1 2025. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Wealthcare Capital Management held 7,674 shares of Dimensional US Equity ETF worth $629K as of Q2 2026.
  • Wealthcare Capital Management bought 697 Dimensional US Equity ETF shares in Q2 2026, an estimated $55.1K.
  • Dimensional US Equity ETF made up 0.06% of Wealthcare Capital Management's portfolio in Q2 2026, its #53 holding.
  • Wealthcare Capital Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • Wealthcare Capital Management's Dimensional US Equity ETF position peaked at $10.1M in Q1 2025.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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