Weatherly Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Weatherly Asset 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	$380K	Hold	4,643	–	–	0.03%	148
2026 Q1	$329K	Hold	4,643	–	–	0.03%	157
2025 Q4	$344K	Hold	4,643	–	–	0.03%	151
2025 Q3	$336K	Hold	4,643	–	–	0.03%	148
2025 Q2	$311K	Hold	4,643	–	–	0.03%	151
2025 Q1	$281K	Hold	4,643	–	–	0.03%	159
2024 Q4	$296K	Hold	4,643	–	–	0.03%	153
2024 Q3	$289K	Hold	4,643	–	–	0.03%	156
2024 Q2	$273K	Hold	4,643	–	–	0.03%	152
2024 Q1	$265K	Hold	4,643	–	–	0.03%	157
2023 Q4	$241K	Hold	4,643	–	–	0.03%	159
2023 Q3	$216K	Hold	4,643	–	–	0.03%	174
2023 Q2	$224K	Hold	4,643	–	–	0.03%	169
2023 Q1	$206K	Buy	+4,643	New	+$202K	0.03%	172
2022 Q2	–	Sell	-4,643	Closed	-$228K	–	186
2022 Q1	$228K	Hold	4,643	–	–	0.03%	188
2021 Q4	$240K	Hold	4,643	–	–	0.03%	183
2021 Q3	$219K	Hold	4,643	–	–	0.03%	188
2021 Q2	$219K	Buy	+4,643	New	+$216K	0.03%	191

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Weatherly Asset Management's DFUS Position: Q2 2026 in Review

Weatherly Asset Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 4,643 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #148.

Weatherly Asset Management first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. 410 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Weatherly Asset Management held 4,643 shares of Dimensional US Equity ETF worth $380K as of Q2 2026.
Weatherly Asset Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.03% of Weatherly Asset Management's portfolio in Q2 2026, its #148 holding.
Weatherly Asset Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 18 quarters since.
410 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.