Lantern Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Lantern Wealth Advisors’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	$215K	Buy	+2,592	New	+$215K	0.09%	183

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

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Lantern Wealth Advisors's DFUS Position: Q3 2026 in Review

Lantern Wealth Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2026: 2,592 shares worth $215K. The stake represents 0.09% of the portfolio and ranks #183 among its holdings.

562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Lantern Wealth Advisors held 2,592 shares of Dimensional US Equity ETF worth $215K as of Q3 2026.
Dimensional US Equity ETF was a new Lantern Wealth Advisors position in Q3 2026.
Dimensional US Equity ETF made up 0.09% of Lantern Wealth Advisors's portfolio in Q3 2026, its #183 holding.
562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.