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LFG
DFUS
Larson Financial Group’s
Dimensional US Equity ETF
DFUS
Stock Holding History
Larson Financial 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
Q1
$15.6M
Sell
220,416
-6,160
-3%
-$456K
0.5%
42
2025
Q4
$16.8M
Sell
226,576
-3,002
-1%
-$221K
0.56%
39
2025
Q3
$16.6M
Sell
229,578
-4,298
-2%
-$299K
0.58%
33
2025
Q2
$15.7M
Sell
233,876
-4,029
-2%
-$249K
0.63%
31
2025
Q1
$14.4M
Sell
237,905
-6,067
-2%
-$388K
0.68%
33
2024
Q4
$15.6M
Sell
243,972
-3,857
-2%
-$247K
0.81%
24
2024
Q3
$15.4M
Sell
247,829
-15,200
-6%
-$910K
0.88%
23
2024
Q2
$15.5M
Sell
263,029
-8,945
-3%
-$509K
1.06%
19
2024
Q1
$15.5M
Sell
271,974
-14,389
-5%
-$779K
1.2%
17
2023
Q4
$14.8M
Sell
286,363
-5,253
-2%
-$254K
1.3%
18
2023
Q3
$13.6M
Sell
291,616
-3,127
-1%
-$151K
1.33%
16
2023
Q2
$14.2M
Sell
294,743
-3,794
-1%
-$173K
1.42%
14
2023
Q1
$13.3M
Sell
298,537
-3,821
-1%
-$166K
1.44%
16
2022
Q4
$12.6M
Sell
302,358
-75,045
-20%
-$3.14M
1.51%
15
2022
Q3
$14.7M
Sell
377,403
-17,789
-5%
-$765K
2.08%
10
2022
Q2
$16.1M
Sell
395,192
-12,260
-3%
-$543K
2.79%
9
2022
Q1
$20M
Buy
407,452
+723
+0.2%
+$35K
3.19%
7
2021
Q4
$21M
Buy
406,729
+14,373
+4%
+$722K
3.34%
6
2021
Q3
$18.5M
Buy
392,356
+27,731
+8%
+$1.34M
3.67%
5
2021
Q2
$17.2M
Buy
+364,625
New
+$17M
3.99%
4
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VT
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IFA
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1-Year Est. Return
PL
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$3.52B AUM
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1-Year Est. Return
SWA
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$2.46B AUM
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$376B AUM
19.32%
1-Year Est. Return
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Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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