LAM Group’s Dimensional US Equity ETF DFUS Stock Holding History

LAM Group’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	$3.2M	Hold	39,042	–	–	1.59%	23
2026 Q1	$2.77M	Hold	39,042	–	–	1.52%	23
2025 Q4	$2.9M	Hold	39,042	–	–	1.66%	22
2025 Q3	$2.83M	Hold	39,042	–	–	1.75%	21
2025 Q2	$2.62M	Hold	39,042	–	–	1.75%	21
2025 Q1	$2.36M	Hold	39,042	–	–	1.74%	20
2024 Q4	$2.49M	Hold	39,042	–	–	1.77%	22
2024 Q3	$2.43M	Hold	39,042	–	–	1.72%	22
2024 Q2	$2.3M	Hold	39,042	–	–	1.94%	18
2024 Q1	$2.22M	Hold	39,042	–	–	1.81%	17
2023 Q4	$2.02M	Sell	39,042 -3,712	-9%	-$180K	1.84%	17
2023 Q3	$1.99M	Hold	42,754	–	–	1.96%	17
2023 Q2	$2.06M	Hold	42,754	–	–	1.92%	18
2023 Q1	$1.9M	Buy	42,754 +575	+1%	+$25K	1.86%	19
2022 Q4	$1.76M	Buy	+42,179	New	+$1.76M	1.8%	19

Other funds holding DFUS

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

LAM Group's DFUS Position: Q2 2026 in Review

LAM Group held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 39,042 shares worth $3.2M. The position accounts for 1.59% of the portfolio, ranked #23.

LAM Group first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 423 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

LAM Group held 39,042 shares of Dimensional US Equity ETF worth $3.2M as of Q2 2026.
LAM Group left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 1.59% of LAM Group's portfolio in Q2 2026, its #23 holding.
LAM Group first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
423 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.