Winch Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

Winch Advisory Services’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	$18.4K	Buy	225 +1	+0.4%	+$79	﹤0.01%	271
2026 Q1	$15.9K	Hold	224	–	–	﹤0.01%	269
2025 Q4	$16.6K	Buy	224 +1	+0.4%	+$73	﹤0.01%	260
2025 Q3	$16.2K	Hold	223	–	–	﹤0.01%	257
2025 Q2	$14.9K	Buy	223 +1	+0.5%	+$62	﹤0.01%	257
2025 Q1	$13.4K	Hold	222	–	–	﹤0.01%	258
2024 Q4	$14.1K	Buy	+222	New	+$14.2K	﹤0.01%	260

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

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

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

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Winch Advisory Services's DFUS Position: Q2 2026 in Review

Winch Advisory Services increased its Dimensional US Equity ETF (DFUS) stake by 0.45% in Q2 2026, buying an estimated $79 and bringing the position to 225 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Winch Advisory Services first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Winch Advisory Services held 225 shares of Dimensional US Equity ETF worth $18.4K as of Q2 2026.
Winch Advisory Services bought 1 Dimensional US Equity ETF share in Q2 2026, an estimated $79.
Dimensional US Equity ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #271 holding.
Winch Advisory Services first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.