Lee Financial
DFUS icon

Lee Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Lee Financial’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
Q3 		$496K Sell
5,969
-4,499
-43% -$373K 0.06% 104
2026
Q2 		$858K Buy
+10,468
New +$828K 0.11% 88

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Lee Financial's DFUS Position: Q3 2026 in Review

Lee Financial reduced its Dimensional US Equity ETF (DFUS) stake by 43% in Q3 2026, selling an estimated $373K and leaving 5,969 shares worth $496K. The position accounts for 0.06% of the portfolio, ranked #104.

Lee Financial first reported a position in DFUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $858K in Q2 2026. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Lee Financial held 5,969 shares of Dimensional US Equity ETF worth $496K as of Q3 2026.
  • Lee Financial sold 4,499 Dimensional US Equity ETF shares in Q3 2026, an estimated $373K.
  • Dimensional US Equity ETF made up 0.06% of Lee Financial's portfolio in Q3 2026, its #104 holding.
  • Lee Financial first reported a position in Dimensional US Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • Lee Financial's Dimensional US Equity ETF position peaked at $858K in Q2 2026.
  • 637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.