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 Q3	$1.14M	Buy	13,689 +663	+5%	+$55K	0.67%	44
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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Williams & Novak's DFUS Position: Q3 2026 in Review

Williams & Novak increased its Dimensional US Equity ETF (DFUS) stake by 5.1% in Q3 2026, buying an estimated $55K and bringing the position to 13,689 shares worth $1.14M. The position accounts for 0.67% of the portfolio, ranked #44.

Williams & Novak first reported a position in DFUS in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2025. 202 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Williams & Novak held 13,689 shares of Dimensional US Equity ETF worth $1.14M as of Q3 2026.
Williams & Novak bought 663 Dimensional US Equity ETF shares in Q3 2026, an estimated $55K.
Dimensional US Equity ETF made up 0.67% of Williams & Novak's portfolio in Q3 2026, its #44 holding.
Williams & Novak first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 10 quarters since.
Williams & Novak's Dimensional US Equity ETF position peaked at $1.21M in Q1 2025.
202 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.