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Wealthspire Advisors (New York)’s Dimensional US Equity ETF DFUS Stock Holding History

Wealthspire Advisors (New York)’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 		$14.2M Sell
172,881
-2,532
-1% -$200K 0.08% 141
2026
Q1 		$12.4M Buy
175,413
+264
+0.2% +$19.6K 0.1% 99
2025
Q4 		$13M Sell
175,149
-8,959
-5% -$658K 0.1% 96
2025
Q3 		$13.3M Buy
184,108
+2,656
+1% +$185K 0.07% 101
2025
Q2 		$12.2M Buy
181,452
+1,457
+0.8% +$90.2K 0.07% 100
2025
Q1 		$10.9M Sell
179,995
-1,866
-1% -$119K 0.07% 106
2024
Q4 		$11.6M Sell
181,861
-4,386
-2% -$281K 0.12% 88
2024
Q3 		$11.6M Buy
186,247
+171,182
+1,136% +$10.2M 0.12% 90
2024
Q2 		$887K Buy
15,065
+830
+6% +$47.2K 0.01% 333
2024
Q1 		$811K Buy
14,235
+890
+7% +$48.2K 0.01% 343
2023
Q4 		$692K Hold
13,345
– – 0.01% 370
2023
Q3 		$621K Buy
13,345
+8,809
+194% +$426K 0.01% 353
2023
Q2 		$218K Sell
4,536
-448
-9% -$20.4K ﹤0.01% 512
2023
Q1 		$221K Sell
4,984
-1,589
-24% -$69K ﹤0.01% 488
2022
Q4 		$274K Hold
6,573
– – 0.01% 474
2022
Q3 		$255K Hold
6,573
– – 0.01% 440
2022
Q2 		$268K Hold
6,573
– – 0.01% 420
2022
Q1 		$322K Buy
6,573
+1,268
+24% +$61.3K 0.01% 340
2021
Q4 		$274K Hold
5,305
– – 0.01% 439
2021
Q3 		$250K Hold
5,305
– – 0.01% 496
2021
Q2 		$250K Buy
+5,305
New +$247K 0.01% 322

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

Wealthspire Advisors (New York)'s DFUS Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional US Equity ETF (DFUS) stake by 1.4% in Q2 2026, selling an estimated $200K and leaving 172,881 shares worth $14.2M. The position accounts for 0.08% of the portfolio, ranked #141.

Wealthspire Advisors (New York) first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Wealthspire Advisors (New York) held 172,881 shares of Dimensional US Equity ETF worth $14.2M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 2,532 Dimensional US Equity ETF shares in Q2 2026, an estimated $200K.
  • Dimensional US Equity ETF made up 0.08% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #141 holding.
  • Wealthspire Advisors (New York) first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.