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Lakeshore Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Lakeshore Financial Planning’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
Q3 		$2.19M Sell
26,350
-4
-0% -$332 0.68% 21
2026
Q2 		$2.16M Buy
26,354
+37
+0.1% +$2.93K 0.7% 21
2026
Q1 		$1.87M Buy
26,317
+815
+3% +$60.4K 0.68% 21
2025
Q4 		$1.89M Sell
25,502
-737
-3% -$54.1K 0.68% 21
2025
Q3 		$1.9M Sell
26,239
-2,000
-7% -$139K 0.71% 21
2025
Q2 		$1.89M Buy
28,239
+2,265
+9% +$140K 0.76% 20
2025
Q1 		$1.57M Buy
25,974
+206
+0.8% +$13.2K 0.65% 19
2024
Q4 		$1.64M Buy
25,768
+3,567
+16% +$229K 0.7% 18
2024
Q3 		$1.38M Buy
22,201
+1,351
+6% +$80.9K 0.61% 18
2024
Q2 		$1.23M Buy
20,850
+5,430
+35% +$309K 0.6% 19
2024
Q1 		$879K Buy
15,420
+1,365
+10% +$73.9K 0.44% 19
2023
Q4 		$728K Hold
14,055
– – 0.4% 20
2023
Q3 		$654K Buy
+14,055
New +$680K 0.37% 22

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Lakeshore Financial Planning's DFUS Position: Q3 2026 in Review

Lakeshore Financial Planning reduced its Dimensional US Equity ETF (DFUS) stake by 0.02% in Q3 2026, selling an estimated $332 and leaving 26,350 shares worth $2.19M. The position accounts for 0.68% of the portfolio, ranked #21.

Lakeshore Financial Planning first reported a position in DFUS in Q3 2023 and has held it in 13 quarters since. 415 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Lakeshore Financial Planning held 26,350 shares of Dimensional US Equity ETF worth $2.19M as of Q3 2026.
  • Lakeshore Financial Planning sold 4 Dimensional US Equity ETF shares in Q3 2026, an estimated $332.
  • Dimensional US Equity ETF made up 0.68% of Lakeshore Financial Planning's portfolio in Q3 2026, its #21 holding.
  • Lakeshore Financial Planning first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • 415 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.