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

Westwood 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	$526K	Buy	7,420 +169	+2%	+$12.5K	0.21%	28
2025 Q4	$538K	Sell	7,251 -169	-2%	-$12.4K	0.4%	58
2025 Q3	$538K	Hold	7,420	–	–	0.2%	33
2025 Q2	$497K	Hold	7,420	–	–	0.17%	35
2025 Q1	$449K	Hold	7,420	–	–	0.19%	36
2024 Q4	$473K	Hold	7,420	–	–	0.17%	33
2024 Q3	$462K	Hold	7,420	–	–	0.18%	32
2024 Q2	$437K	Hold	7,420	–	–	0.16%	37
2024 Q1	$423K	Hold	7,420	–	–	0.21%	31
2023 Q4	$385K	Hold	7,420	–	–	0.3%	27
2023 Q3	$345K	Hold	7,420	–	–	0.23%	35
2023 Q2	$357K	Hold	7,420	–	–	0.25%	34
2023 Q1	$330K	Hold	7,420	–	–	0.29%	37
2022 Q4	$309K	Hold	7,420	–	–	0.37%	35
2022 Q3	$288K	Hold	7,420	–	–	0.26%	39
2022 Q2	$302K	Buy	7,420 +14	+0.2%	+$620	0.35%	35
2022 Q1	$363	Buy	7,406 +9	+0.1%	+$435	0.14%	44
2021 Q4	$382K	Buy	+7,397	New	+$372K	0.16%	39

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Westwood Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 2.3% in Q1 2026, buying an estimated $12.5K and bringing the position to 7,420 shares worth $526K. The position accounts for 0.21% of the portfolio, ranked #28.

Westwood Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $538K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Westwood Wealth Management held 7,420 shares of Dimensional US Equity ETF worth $526K as of Q1 2026.
Westwood Wealth Management bought 169 Dimensional US Equity ETF shares in Q1 2026, an estimated $12.5K.
Dimensional US Equity ETF made up 0.21% of Westwood Wealth Management's portfolio in Q1 2026, its #28 holding.
Westwood Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
Westwood Wealth Management's Dimensional US Equity ETF position peaked at $538K in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.