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 Q3	$3.24M	Hold	39,042	–	–	1.63%	24
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

LAM Group's DFUS Position: Q3 2026 in Review

LAM Group held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 39,042 shares worth $3.24M. The position accounts for 1.63% of the portfolio, ranked #24.

LAM Group first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 411 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

LAM Group held 39,042 shares of Dimensional US Equity ETF worth $3.24M as of Q3 2026.
LAM Group left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 1.63% of LAM Group's portfolio in Q3 2026, its #24 holding.
LAM Group first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
411 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.