Wealth Advisory Team LLC / DFUS
Wealth Advisory Team LLC’s Dimensional Etf Trust Position
Does Wealth Advisory Team LLC own Dimensional Etf Trust (DFUS)? Yes — 152.2K shares worth $11M (+9.98% of its 13F portfolio) as of Q4 2025, up from 151.0K shares the prior filed quarter.
Position Value
$11M
Q4 2025
Shares
152.2K
% of Portfolio
+9.98%
Quarters Held
2
currently held
Position History DFUS
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Team LLC’s full portfolio or all institutional holders of DFUS.