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Winnow Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Winnow Wealth’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 		$231K Sell
2,779
-2,367
-46% -$196K 0.15% 132
2026
Q2 		$422K Buy
5,146
+1,739
+51% +$138K 0.29% 97
2026
Q1 		$242K Buy
3,407
+3,063
+890% +$227K 0.19% 111
2025
Q4 		$25.8K Buy
+344
New +$25.3K 0.02% 184

Other funds holding DFUS

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
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
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Winnow Wealth's DFUS Position: Q3 2026 in Review

Winnow Wealth reduced its Dimensional US Equity ETF (DFUS) stake by 46% in Q3 2026, selling an estimated $196K and leaving 2,779 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #132.

Winnow Wealth first reported a position in DFUS in Q4 2025 and has held it in 4 quarters since. The position peaked at $422K in Q2 2026. 186 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Winnow Wealth held 2,779 shares of Dimensional US Equity ETF worth $231K as of Q3 2026.
  • Winnow Wealth sold 2,367 Dimensional US Equity ETF shares in Q3 2026, an estimated $196K.
  • Dimensional US Equity ETF made up 0.15% of Winnow Wealth's portfolio in Q3 2026, its #132 holding.
  • Winnow Wealth first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Winnow Wealth's Dimensional US Equity ETF position peaked at $422K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.