WWM
DFUS

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

Western 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
Q1 		$1.06M Sell
15,010
-675
-4% -$50K 0.04% 425
2025
Q4 		$1.16M Sell
15,685
-127
-0.8% -$9.33K 0.05% 309
2025
Q3 		$1.15M Buy
15,812
+43
+0.3% +$3K 0.06% 278
2025
Q2 		$1.06M Sell
15,769
-445
-3% -$27.6K 0.06% 262
2025
Q1 		$981K Buy
16,214
+210
+1% +$13.4K 0.06% 256
2024
Q4 		$1.02M Buy
16,004
+1,116
+7% +$71.6K 0.07% 243
2024
Q3 		$926K Sell
14,888
-236
-2% -$14.1K 0.05% 330
2024
Q2 		$890K Buy
15,124
+561
+4% +$31.9K 0.07% 250
2024
Q1 		$830K Buy
14,563
+2
+0% +$108 0.06% 256
2023
Q4 		$755K Sell
14,561
-227
-2% -$11K 0.05% 329
2023
Q3 		$688K Buy
14,788
+72
+0.5% +$3.48K 0.06% 319
2023
Q2 		$709K Buy
14,716
+4
+0% +$182 0.06% 305
2023
Q1 		$654K Buy
14,712
+621
+4% +$27K 0.06% 309
2022
Q4 		$586K Sell
14,091
-14,082
-50% -$589K 0.06% 310
2022
Q3 		$1.09M Sell
28,173
-3,400
-11% -$146K 0.06% 289
2022
Q2 		$1.29M Buy
+31,573
New +$1.4M 0.07% 258
2022
Q1 		– Sell
-15,124
Closed -$781K – 832
2021
Q4 		$781K Buy
+15,124
New +$760K 0.08% 243
2021
Q2 		$696K Buy
+14,771
New +$689K 0.07% 283

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Western Wealth Management's DFUS Position: Q1 2026 in Review

Western Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 4.3% in Q1 2026, selling an estimated $50K and leaving 15,010 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #425.

Western Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q2 2022. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Western Wealth Management held 15,010 shares of Dimensional US Equity ETF worth $1.06M as of Q1 2026.
  • Western Wealth Management sold 675 Dimensional US Equity ETF shares in Q1 2026, an estimated $50K.
  • Dimensional US Equity ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #425 holding.
  • Western Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 18 quarters since.
  • Western Wealth Management's Dimensional US Equity ETF position peaked at $1.29M in Q2 2022.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.