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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 231 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.
  • 231 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.