LFA
DFUS

Lauterbach Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Lauterbach Financial 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
Q2 		$8.89M Buy
108,460
+1,177
+1% +$93.1K 3.82% 8
2026
Q1 		$7.61M Buy
107,283
+708
+0.7% +$52.5K 3.72% 8
2025
Q4 		$7.9M Buy
106,575
+5,161
+5% +$379K 3.87% 7
2025
Q3 		$7.35M Buy
101,414
+14,504
+17% +$1.01M 3.69% 8
2025
Q2 		$5.82M Buy
86,910
+28,357
+48% +$1.76M 3.2% 8
2025
Q1 		$3.54M Sell
58,553
-5,491
-9% -$351K 2.21% 8
2024
Q4 		$4.08M Buy
64,044
+4,619
+8% +$296K 2.48% 8
2024
Q3 		$3.7M Buy
59,425
+9,855
+20% +$590K 2.25% 8
2024
Q2 		$2.86M Buy
49,570
+4,595
+10% +$261K 1.88% 9
2024
Q1 		$2.56M Sell
44,975
-4,898
-10% -$265K 1.68% 9
2023
Q4 		$2.58M Buy
49,873
+2,217
+5% +$107K 1.8% 8
2023
Q3 		$2.22M Sell
47,656
-491
-1% -$23.7K 1.74% 8
2023
Q2 		$2.32M Sell
48,147
-560
-1% -$25.5K 1.77% 8
2023
Q1 		$2.16M Sell
48,707
-24
-0% -$1.04K 1.75% 8
2022
Q4 		$2.03M Buy
48,731
+506
+1% +$21.2K 1.81% 7
2022
Q3 		$1.87M Sell
48,225
-54
-0.1% -$2.32K 1.91% 7
2022
Q2 		$1.97M Sell
48,279
-454
-0.9% -$20.1K 1.87% 7
2022
Q1 		$2.39M Sell
48,733
-614
-1% -$29.7K 2.17% 6
2021
Q4 		$2.55M Buy
+49,347
New +$2.48M 2.25% 6

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
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

Lauterbach Financial Advisors's DFUS Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q2 2026, buying an estimated $93.1K and bringing the position to 108,460 shares worth $8.89M. The position accounts for 3.82% of the portfolio, ranked #8.

Lauterbach Financial Advisors first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 443 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Lauterbach Financial Advisors held 108,460 shares of Dimensional US Equity ETF worth $8.89M as of Q2 2026.
  • Lauterbach Financial Advisors bought 1,177 Dimensional US Equity ETF shares in Q2 2026, an estimated $93.1K.
  • Dimensional US Equity ETF made up 3.82% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Lauterbach Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 443 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.