WRCM
DFUS

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

Western Reserve 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 		$1.09M Buy
13,262
+5,232
+65% +$414K 0.81% 19
2026
Q1 		$569K Buy
8,030
+3,074
+62% +$228K 0.47% 23
2025
Q4 		$368K Buy
+4,956
New +$364K 0.34% 25

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

Western Reserve Capital Management's DFUS Position: Q2 2026 in Review

Western Reserve Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 65% in Q2 2026, buying an estimated $414K and bringing the position to 13,262 shares worth $1.09M. The position accounts for 0.81% of the portfolio, ranked #19.

Western Reserve Capital Management first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Western Reserve Capital Management held 13,262 shares of Dimensional US Equity ETF worth $1.09M as of Q2 2026.
  • Western Reserve Capital Management bought 5,232 Dimensional US Equity ETF shares in Q2 2026, an estimated $414K.
  • Dimensional US Equity ETF made up 0.81% of Western Reserve Capital Management's portfolio in Q2 2026, its #19 holding.
  • Western Reserve Capital Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.