LKBC
DFUS

L.K. Benson & Company’s Dimensional US Equity ETF DFUS Stock Holding History

L.K. Benson & Company’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 		$4.49M Buy
54,817
+79
+0.1% +$6.25K 1.35% 11
2026
Q1 		$3.88M Buy
54,738
+78
+0.1% +$5.78K 1.28% 13
2025
Q4 		$4.05M Buy
54,660
+75
+0.1% +$5.51K 2.03% 12
2025
Q3 		$3.95M Buy
54,585
+86
+0.2% +$5.99K 2.13% 12
2025
Q2 		$3.65M Sell
54,499
-3
-0% -$186 2.24% 7
2025
Q1 		$3.3M Sell
54,502
-2,204
-4% -$141K 2.28% 7
2024
Q4 		$3.61M Buy
+56,706
New +$3.64M 2.55% 6

Other funds holding DFUS

PL
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
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
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
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

L.K. Benson & Company's DFUS Position: Q2 2026 in Review

L.K. Benson & Company increased its Dimensional US Equity ETF (DFUS) stake by 0.14% in Q2 2026, buying an estimated $6.25K and bringing the position to 54,817 shares worth $4.49M. The position accounts for 1.35% of the portfolio, ranked #11.

L.K. Benson & Company first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • L.K. Benson & Company held 54,817 shares of Dimensional US Equity ETF worth $4.49M as of Q2 2026.
  • L.K. Benson & Company bought 79 Dimensional US Equity ETF shares in Q2 2026, an estimated $6.25K.
  • Dimensional US Equity ETF made up 1.35% of L.K. Benson & Company's portfolio in Q2 2026, its #11 holding.
  • L.K. Benson & Company first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.