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
Q2 		$17.5M Sell
213,916
-6,500
-3% -$514K 0.46% 41
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 0.8% 24
2024
Q3 		$15.4M Sell
247,829
-15,200
-6% -$910K 0.87% 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

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Larson Financial Group's DFUS Position: Q2 2026 in Review

Larson Financial Group reduced its Dimensional US Equity ETF (DFUS) stake by 2.9% in Q2 2026, selling an estimated $514K and leaving 213,916 shares worth $17.5M. The position accounts for 0.46% of the portfolio, ranked #41.

Larson Financial Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $21M in Q4 2021. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Larson Financial Group held 213,916 shares of Dimensional US Equity ETF worth $17.5M as of Q2 2026.
  • Larson Financial Group sold 6,500 Dimensional US Equity ETF shares in Q2 2026, an estimated $514K.
  • Dimensional US Equity ETF made up 0.46% of Larson Financial Group's portfolio in Q2 2026, its #41 holding.
  • Larson Financial Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Larson Financial Group's Dimensional US Equity ETF position peaked at $21M in Q4 2021.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.