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 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 $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WNY Asset Management's DFUS Position: Q1 2026 in Review

WNY Asset Management opened a new position in Dimensional US Equity ETF (DFUS) in Q1 2026: 24,587 shares worth $1.74M. The stake represents 0.18% of the portfolio and ranks #70 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in DFUS as recently as Q3 2025.

WNY Asset Management first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

WNY Asset Management held 24,587 shares of Dimensional US Equity ETF worth $1.74M as of Q1 2026.
Dimensional US Equity ETF was a new WNY Asset Management position in Q1 2026.
Dimensional US Equity ETF made up 0.18% of WNY Asset Management's portfolio in Q1 2026, its #70 holding.
WNY Asset Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.