WWM
DFUS

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

Whalen 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 		– Sell
-2,811
Closed -$208K – 187
2025
Q4 		$208K Sell
2,811
-1,991
-41% -$146K 0.11% 185
2025
Q3 		$348K Buy
4,802
+12
+0.3% +$836 0.2% 116
2025
Q2 		$321K Buy
4,790
+12
+0.3% +$743 0.2% 133
2025
Q1 		$289K Buy
4,778
+11
+0.2% +$703 0.19% 104
2024
Q4 		$304K Buy
4,767
+17
+0.4% +$1.09K 0.21% 95
2024
Q3 		$295K Buy
4,750
+12
+0.3% +$718 0.21% 87
2024
Q2 		$279K Buy
4,738
+13
+0.3% +$739 0.22% 81
2024
Q1 		$269K Hold
4,725
– – 0.2% 76
2023
Q4 		$245K Buy
+4,725
New +$229K 0.22% 95

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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return