LIM
DFUS

Leavell Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Leavell Investment Management’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 		$941K Buy
11,485
+109
+1% +$8.62K 0.03% 335
2026
Q1 		$807K Buy
11,376
+1,444
+15% +$107K 0.03% 334
2025
Q4 		$737K Buy
9,932
+1,220
+14% +$89.6K 0.03% 340
2025
Q3 		$631K Buy
8,712
+430
+5% +$30K 0.03% 372
2025
Q2 		$555K Buy
8,282
+383
+5% +$23.7K 0.02% 383
2025
Q1 		$478K Buy
7,899
+1,415
+22% +$90.4K 0.02% 391
2024
Q4 		$413K Buy
6,484
+964
+17% +$61.8K 0.02% 407
2024
Q3 		$343K Buy
+5,520
New +$330K 0.02% 446

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

Leavell Investment Management's DFUS Position: Q2 2026 in Review

Leavell Investment Management increased its Dimensional US Equity ETF (DFUS) stake by 0.96% in Q2 2026, buying an estimated $8.62K and bringing the position to 11,485 shares worth $941K. The position accounts for 0.03% of the portfolio, ranked #335.

Leavell Investment Management first reported a position in DFUS in Q3 2024 and has held it in 8 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Leavell Investment Management held 11,485 shares of Dimensional US Equity ETF worth $941K as of Q2 2026.
  • Leavell Investment Management bought 109 Dimensional US Equity ETF shares in Q2 2026, an estimated $8.62K.
  • Dimensional US Equity ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #335 holding.
  • Leavell Investment Management first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.