Winthrop Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Winthrop Advisory Group’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	$2.38M	Buy	29,092 +1,023	+4%	+$80.9K	0.16%	57
2026 Q1	$1.99M	Buy	28,069 +22	+0.1%	+$1.63K	0.16%	55
2025 Q4	$2.08M	Buy	28,047 +154	+0.6%	+$11.3K	0.18%	53
2025 Q3	$2.02M	Buy	27,893 +383	+1%	+$26.7K	0.18%	51
2025 Q2	$1.84M	Buy	27,510 +22	+0.1%	+$1.36K	0.18%	51
2025 Q1	$1.66M	Buy	27,488 +18	+0.1%	+$1.15K	0.2%	45
2024 Q4	$1.75M	Buy	27,470 +28	+0.1%	+$1.79K	0.21%	43
2024 Q3	$1.71M	Buy	27,442 +20	+0.1%	+$1.2K	0.21%	43
2024 Q2	$1.61M	Buy	27,422 +22	+0.1%	+$1.25K	0.22%	45
2024 Q1	$1.56M	Buy	27,400 +17	+0.1%	+$920	0.23%	44
2023 Q4	$1.42M	Buy	27,383 +34	+0.1%	+$1.65K	0.22%	45
2023 Q3	$1.27M	Buy	27,349 +27	+0.1%	+$1.31K	0.21%	45
2023 Q2	$1.32M	Buy	27,322 +49	+0.2%	+$2.23K	0.21%	46
2023 Q1	$1.21M	Hold	27,273	–	–	0.21%	47
2022 Q4	$1.13M	Buy	27,273 +35	+0.1%	+$1.46K	0.22%	49
2022 Q3	$1.06M	Buy	27,238 +29	+0.1%	+$1.25K	0.23%	43
2022 Q2	$1.11M	Buy	27,209 +28	+0.1%	+$1.24K	0.26%	41
2022 Q1	$1.33M	Buy	27,181 +17	+0.1%	+$822	0.28%	37
2021 Q4	$1.4M	Sell	27,164 -70	-0.3%	-$3.52K	0.28%	37
2021 Q3	$1.28M	Buy	27,234 +20	+0.1%	+$968	0.29%	39
2021 Q2	$1.28M	Buy	+27,214	New	+$1.27M	0.29%	35

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

Winthrop Advisory Group's DFUS Position: Q2 2026 in Review

Winthrop Advisory Group increased its Dimensional US Equity ETF (DFUS) stake by 3.6% in Q2 2026, buying an estimated $80.9K and bringing the position to 29,092 shares worth $2.38M. The position accounts for 0.16% of the portfolio, ranked #57.

Winthrop Advisory Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Winthrop Advisory Group held 29,092 shares of Dimensional US Equity ETF worth $2.38M as of Q2 2026.
Winthrop Advisory Group bought 1,023 Dimensional US Equity ETF shares in Q2 2026, an estimated $80.9K.
Dimensional US Equity ETF made up 0.16% of Winthrop Advisory Group's portfolio in Q2 2026, its #57 holding.
Winthrop Advisory Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.