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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Westmount Partners's DFUS Position: Q2 2026 in Review

Westmount Partners held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 6,536 shares worth $536K. The position accounts for 0.12% of the portfolio, ranked #141.

Westmount Partners first reported a position in DFUS in Q1 2023 and has held it in 14 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Westmount Partners held 6,536 shares of Dimensional US Equity ETF worth $536K as of Q2 2026.
Westmount Partners left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.12% of Westmount Partners's portfolio in Q2 2026, its #141 holding.
Westmount Partners first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 14 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.