WTC
DFUS

WhitTier Trust Company’s Dimensional US Equity ETF DFUS Stock Holding History

WhitTier Trust Company’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 		$839K Hold
10,263
– – 0.02% 330
2026
Q1 		$737K Hold
10,263
– – 0.02% 332
2025
Q4 		$774K Hold
10,263
– – 0.02% 316
2025
Q3 		$747K Hold
10,263
– – 0.02% 314
2025
Q2 		$688K Hold
10,263
– – 0.02% 358
2025
Q1 		$621K Buy
+10,263
New +$656K 0.02% 351

Other funds holding DFUS

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WhitTier Trust Company's DFUS Position: Q2 2026 in Review

WhitTier Trust Company held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 10,263 shares worth $839K. The position accounts for 0.02% of the portfolio, ranked #330.

WhitTier Trust Company first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • WhitTier Trust Company held 10,263 shares of Dimensional US Equity ETF worth $839K as of Q2 2026.
  • WhitTier Trust Company left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #330 holding.
  • WhitTier Trust Company first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 602 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.