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

WestHill 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 Q3	$1.18M	Hold	14,223	–	–	0.2%	32
2026 Q2	$1.17M	Hold	14,223	–	–	0.2%	30
2026 Q1	$1.01M	Sell	14,223 -479	-3%	-$35.5K	0.19%	32
2025 Q4	$1.09M	Hold	14,702	–	–	0.21%	30
2025 Q3	$1.07M	Sell	14,702 -15	-0.1%	-$1.04K	0.21%	29
2025 Q2	$986K	Hold	14,717	–	–	0.21%	30
2025 Q1	$890K	Sell	14,717 -153	-1%	-$9.78K	0.2%	31
2024 Q4	$948K	Hold	14,870	–	–	0.21%	30
2024 Q3	$925K	Sell	14,870 -17	-0.1%	-$1.02K	0.21%	30
2024 Q2	$876K	Hold	14,887	–	–	0.21%	29
2024 Q1	$848K	Sell	14,887 -150	-1%	-$8.12K	0.21%	28
2023 Q4	$779K	Hold	15,037	–	–	0.21%	28
2023 Q3	$700K	Hold	15,037	–	–	0.2%	27
2023 Q2	$724K	Sell	15,037 -45	-0.3%	-$2.05K	0.2%	28
2023 Q1	$670K	Sell	15,082 -482	-3%	-$20.9K	0.2%	28
2022 Q4	$648K	Buy	15,564 +482	+3%	+$20.2K	0.21%	29
2022 Q3	$585K	Hold	15,082	–	–	0.2%	29
2022 Q2	$615K	Hold	15,082	–	–	0.2%	29
2022 Q1	$739K	Sell	15,082 -20	-0.1%	-$967	0.21%	29
2021 Q4	$781K	Hold	15,102	–	–	0.22%	30
2021 Q3	$712K	Buy	+15,102	New	+$731K	0.22%	28

Other funds holding DFUS

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

WestHill Financial Advisors's DFUS Position: Q3 2026 in Review

WestHill Financial Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 14,223 shares worth $1.18M. The position accounts for 0.2% of the portfolio, ranked #32.

WestHill Financial Advisors first reported a position in DFUS in Q3 2021 and has held it in 21 quarters since. 98 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

WestHill Financial Advisors held 14,223 shares of Dimensional US Equity ETF worth $1.18M as of Q3 2026.
WestHill Financial Advisors left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.2% of WestHill Financial Advisors's portfolio in Q3 2026, its #32 holding.
WestHill Financial Advisors first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 21 quarters since.
98 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.