WFA
DFUS

Websterrogers Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Websterrogers Financial Advisors’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 		$4.19M Sell
51,140
-204
-0.4% -$16.1K 1.07% 26
2026
Q1 		$3.64M Sell
51,344
-2,390
-4% -$177K 1.04% 25
2025
Q4 		$3.99M Sell
53,734
-1,496
-3% -$110K 1.16% 25
2025
Q3 		$4M Sell
55,230
-1,054
-2% -$73.4K 1.2% 25
2025
Q2 		$3.77M Sell
56,284
-93
-0.2% -$5.76K 1.2% 25
2025
Q1 		$3.41M Sell
56,377
-1,351
-2% -$86.3K 1.16% 25
2024
Q4 		$3.68M Sell
57,728
-242
-0.4% -$15.5K 1.28% 23
2024
Q3 		$3.61M Sell
57,970
-407
-0.7% -$24.4K 1.26% 23
2024
Q2 		$3.44M Buy
58,377
+39
+0.1% +$2.22K 1.22% 24
2024
Q1 		$3.32M Sell
58,338
-653
-1% -$35.4K 1.18% 25
2023
Q4 		$3.06M Sell
58,991
-140
-0.2% -$6.78K 1.28% 22
2023
Q3 		$2.75M Sell
59,131
-7,055
-11% -$341K 1.21% 20
2023
Q2 		$3.19M Sell
66,186
-3,663
-5% -$167K 1.39% 21
2023
Q1 		$3.1M Sell
69,849
-952
-1% -$41.3K 1.43% 21
2022
Q4 		$2.95M Sell
70,801
-608
-0.9% -$25.4K 1.43% 20
2022
Q3 		$2.77M Sell
71,409
-15,419
-18% -$663K 1.46% 11
2022
Q2 		$3.54M Buy
86,828
+14,462
+20% +$641K 1.73% 13
2022
Q1 		$3.56M Sell
72,366
-44,363
-38% -$2.14M 1.82% 12
2021
Q4 		$6.04M Sell
116,729
-16,043
-12% -$806K 1.37% 13
2021
Q3 		$6.26M Sell
132,772
-1,805
-1% -$87.3K 1.45% 14
2021
Q2 		$6.25M Buy
+134,577
New +$6.27M 1.49% 14

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

Websterrogers Financial Advisors's DFUS Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.4% in Q2 2026, selling an estimated $16.1K and leaving 51,140 shares worth $4.19M. The position accounts for 1.07% of the portfolio, ranked #26.

Websterrogers Financial Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.26M in Q3 2021. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Websterrogers Financial Advisors held 51,140 shares of Dimensional US Equity ETF worth $4.19M as of Q2 2026.
  • Websterrogers Financial Advisors sold 204 Dimensional US Equity ETF shares in Q2 2026, an estimated $16.1K.
  • Dimensional US Equity ETF made up 1.07% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Websterrogers Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Websterrogers Financial Advisors's Dimensional US Equity ETF position peaked at $6.26M in Q3 2021.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.