Williams & Novak’s Dimensional US Equity ETF DFUS Stock Holding History

Williams & Novak’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	$1.07M	Buy	13,026 +2,334	+22%	+$185K	0.71%	43
2026 Q1	$764K	Sell	10,692 -705	-6%	-$52.2K	0.57%	47
2025 Q4	$845K	Sell	11,397 -2,734	-19%	-$201K	0.64%	41
2025 Q3	$1.02M	Sell	14,131 -404	-3%	-$28.1K	0.79%	34
2025 Q2	$974K	Sell	14,535 -5,374	-27%	-$333K	0.83%	35
2025 Q1	$1.21M	Buy	19,909 +1,316	+7%	+$84.1K	1.18%	26
2024 Q4	$1.19M	Buy	18,593 +7,584	+69%	+$486K	1.14%	26
2024 Q3	$685K	Buy	11,009 +4,100	+59%	+$245K	0.64%	43
2024 Q2	$407K	Buy	+6,909	New	+$393K	0.38%	61

Other funds holding DFUS

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Williams & Novak's DFUS Position: Q2 2026 in Review

Williams & Novak increased its Dimensional US Equity ETF (DFUS) stake by 22% in Q2 2026, buying an estimated $185K and bringing the position to 13,026 shares worth $1.07M. The position accounts for 0.71% of the portfolio, ranked #43.

Williams & Novak first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q1 2025. 170 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Williams & Novak held 13,026 shares of Dimensional US Equity ETF worth $1.07M as of Q2 2026.
Williams & Novak bought 2,334 Dimensional US Equity ETF shares in Q2 2026, an estimated $185K.
Dimensional US Equity ETF made up 0.71% of Williams & Novak's portfolio in Q2 2026, its #43 holding.
Williams & Novak first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
Williams & Novak's Dimensional US Equity ETF position peaked at $1.21M in Q1 2025.
170 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.