ALWM
DFUS

Andrews Lucia Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Andrews Lucia Wealth 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 		$5.56M Buy
67,839
+5,465
+9% +$432K 2.91% 10
2026
Q1 		$4.42M Buy
62,374
+14,881
+31% +$1.1M 2.64% 10
2025
Q4 		$3.52M Buy
47,493
+63
+0.1% +$4.63K 2.09% 10
2025
Q3 		$3.44M Buy
47,430
+74
+0.2% +$5.16K 2.07% 10
2025
Q2 		$3.17M Buy
47,356
+144
+0.3% +$8.92K 2.06% 10
2025
Q1 		$3.01M Buy
47,212
+104
+0.2% +$6.65K 2.02% 10
2024
Q4 		$2.93M Buy
47,108
+54
+0.1% +$3.46K 1.96% 10
2024
Q3 		$2.77M Sell
47,054
-192
-0.4% -$11.5K 1.96% 10
2024
Q2 		$2.69M Hold
47,246
– – 1.88% 11
2024
Q1 		$2.69M Sell
47,246
-485
-1% -$26.3K 1.92% 10
2023
Q4 		$2.47M Sell
47,731
-1,520
-3% -$73.6K 1.91% 10
2023
Q3 		$2.29M Sell
49,251
-11,110
-18% -$537K 1.97% 10
2023
Q2 		$2.91M Buy
60,361
+1,997
+3% +$90.8K 2.42% 9
2023
Q1 		$2.59M Buy
58,364
+2,118
+4% +$92K 2.3% 9
2022
Q4 		$2.34M Sell
56,246
-132
-0.2% -$5.52K 2.18% 10
2022
Q3 		$2.19M Sell
56,378
-17,122
-23% -$736K 2.31% 8
2022
Q2 		$3.6M Buy
73,500
+1,810
+3% +$80.2K 3.41% 7
2022
Q1 		$3.71M Hold
71,690
– – 3.32% 7
2021
Q4 		$3.71M Buy
+71,690
New +$3.6M 3.36% 7

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Andrews Lucia Wealth Management's DFUS Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 8.8% in Q2 2026, buying an estimated $432K and bringing the position to 67,839 shares worth $5.56M. The position accounts for 2.91% of the portfolio, ranked #10.

Andrews Lucia Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 401 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Andrews Lucia Wealth Management held 67,839 shares of Dimensional US Equity ETF worth $5.56M as of Q2 2026.
  • Andrews Lucia Wealth Management bought 5,465 Dimensional US Equity ETF shares in Q2 2026, an estimated $432K.
  • Dimensional US Equity ETF made up 2.91% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 401 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.