LFP
DFUS

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
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

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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 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

Lakeshore Financial Planning's DFUS Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Dimensional US Equity ETF (DFUS) stake by 0.14% in Q2 2026, buying an estimated $2.93K and bringing the position to 26,354 shares worth $2.16M. The position accounts for 0.7% of the portfolio, ranked #21.

Lakeshore Financial Planning first reported a position in DFUS in Q3 2023 and has held it in 12 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Lakeshore Financial Planning held 26,354 shares of Dimensional US Equity ETF worth $2.16M as of Q2 2026.
  • Lakeshore Financial Planning bought 37 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.93K.
  • Dimensional US Equity ETF made up 0.7% of Lakeshore Financial Planning's portfolio in Q2 2026, its #21 holding.
  • Lakeshore Financial Planning first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.