WRPWM
DFUS

Werba Rubin Papier Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Werba Rubin Papier Wealth 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 		$4.65M Sell
56,788
-347
-0.6% -$27.4K 0.57% 33
2026
Q1 		$4.05M Sell
57,135
-1,230
-2% -$91.1K 0.56% 32
2025
Q4 		$4.33M Buy
58,365
+62
+0.1% +$4.55K 1.17% 20
2025
Q3 		$4.22M Buy
58,303
+1,189
+2% +$82.8K 0.68% 24
2025
Q2 		$3.83M Buy
57,114
+6,786
+13% +$420K 0.72% 24
2025
Q1 		$3.04M Buy
50,328
+5,105
+11% +$326K 0.66% 26
2024
Q4 		$2.88M Buy
45,223
+3,368
+8% +$216K 0.68% 26
2024
Q3 		$2.6M Buy
41,855
+170
+0.4% +$10.2K 0.61% 29
2024
Q2 		$2.45M Buy
41,685
+585
+1% +$33.3K 0.68% 29
2024
Q1 		$2.34M Buy
41,100
+1,043
+3% +$56.5K 0.68% 27
2023
Q4 		$2.08M Buy
40,057
+4,718
+13% +$228K 0.7% 24
2023
Q3 		$1.65M Sell
35,339
-3,913
-10% -$189K 0.59% 26
2023
Q2 		$1.89M Buy
39,252
+17,737
+82% +$807K 0.66% 25
2023
Q1 		$956K Buy
21,515
+10,059
+88% +$437K 0.38% 35
2022
Q4 		$477K Buy
+11,456
New +$479K 0.2% 52

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

Werba Rubin Papier Wealth Management's DFUS Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.61% in Q2 2026, selling an estimated $27.4K and leaving 56,788 shares worth $4.65M. The position accounts for 0.57% of the portfolio, ranked #33.

Werba Rubin Papier Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 56,788 shares of Dimensional US Equity ETF worth $4.65M as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 347 Dimensional US Equity ETF shares in Q2 2026, an estimated $27.4K.
  • Dimensional US Equity ETF made up 0.57% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.