WFA
DFUS

Woodward Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Woodward Financial Advisors’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 		– Sell
-2,940
Closed -$203K – 67
2026
Q1 		$203K Buy
+2,940
New +$218K 0.08% 59

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Woodward Financial Advisors's DFUS Position: Q2 2026 in Review

Woodward Financial Advisors sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 2,940 shares — an estimated $203K sold.

Woodward Financial Advisors first reported a position in DFUS in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Woodward Financial Advisors reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Woodward Financial Advisors sold 2,940 Dimensional US Equity ETF shares in Q2 2026, an estimated $203K.
  • Woodward Financial Advisors first reported a position in Dimensional US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Woodward Financial Advisors's Dimensional US Equity ETF position peaked at $203K in Q1 2026.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.