Westmount Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Westmount Partners’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	$536K	Hold	6,536	–	–	0.12%	141
2026 Q1	$464K	Buy	6,536 +1,975	+43%	+$146K	0.11%	156
2025 Q4	$338K	Hold	4,561	–	–	0.08%	178
2025 Q3	$332K	Hold	4,561	–	–	0.09%	183
2025 Q2	$306K	Hold	4,561	–	–	0.08%	191
2025 Q1	$276K	Hold	4,561	–	–	0.08%	193
2024 Q4	$291K	Hold	4,561	–	–	0.09%	175
2024 Q3	$284K	Hold	4,561	–	–	0.09%	171
2024 Q2	$269K	Hold	4,561	–	–	0.09%	170
2024 Q1	$260K	Hold	4,561	–	–	0.09%	176
2023 Q4	$236K	Hold	4,561	–	–	0.1%	169
2023 Q3	$212K	Hold	4,561	–	–	0.09%	175
2023 Q2	$220K	Hold	4,561	–	–	0.1%	163
2023 Q1	$203K	Buy	+4,561	New	+$198K	0.09%	169

Other funds holding DFUS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return