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

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

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. 875 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.
875 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.