WNY Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

WNY Asset Management’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	$1.87M	Sell	22,820 -1,767	-7%	-$140K	0.17%	68
2026 Q1	$1.74M	Buy	+24,587	New	+$1.82M	0.18%	70
2025 Q3	$1.74M	Buy	24,047 +36	+0.1%	+$2.51K	0.17%	64
2025 Q2	$1.61M	Buy	24,011 +39	+0.2%	+$2.42K	0.18%	63
2025 Q1	$1.45M	Buy	23,972 +32	+0.1%	+$2.04K	0.17%	71
2024 Q4	$1.53M	Sell	23,940 -1,642	-6%	-$105K	0.19%	60
2024 Q3	$1.59M	Buy	25,582 +677	+3%	+$40.5K	0.19%	70
2024 Q2	$1.47M	Hold	24,905	–	–	0.19%	71
2024 Q1	$1.42M	Hold	24,905	–	–	0.22%	75
2023 Q4	$1.29M	Hold	24,905	–	–	0.22%	75
2023 Q3	$1.16M	Hold	24,905	–	–	0.23%	73
2023 Q2	$1.2M	Hold	24,905	–	–	0.26%	64
2023 Q1	$1.11M	Hold	24,905	–	–	0.26%	70
2022 Q4	$1.04M	Hold	24,905	–	–	0.28%	70
2022 Q3	$967K	Hold	24,905	–	–	0.35%	60
2022 Q2	$1.01M	Hold	24,905	–	–	0.34%	63
2022 Q1	$1.22M	Hold	24,905	–	–	0.38%	59
2021 Q4	$1.29M	Sell	24,905 -789	-3%	-$39.7K	0.38%	55
2021 Q3	$1.21M	Hold	25,694	–	–	0.42%	52
2021 Q2	$1.21M	Buy	+25,694	New	+$1.2M	0.43%	47

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

WNY Asset Management's DFUS Position: Q2 2026 in Review

WNY Asset Management reduced its Dimensional US Equity ETF (DFUS) stake by 7.2% in Q2 2026, selling an estimated $140K and leaving 22,820 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #68.

WNY Asset Management first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

WNY Asset Management held 22,820 shares of Dimensional US Equity ETF worth $1.87M as of Q2 2026.
WNY Asset Management sold 1,767 Dimensional US Equity ETF shares in Q2 2026, an estimated $140K.
Dimensional US Equity ETF made up 0.17% of WNY Asset Management's portfolio in Q2 2026, its #68 holding.
WNY Asset Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.