LF
DFUS

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
Q2 		$858K Buy
+10,468
New +$828K 0.11% 88

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

Lee Financial's DFUS Position: Q2 2026 in Review

Lee Financial opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 10,468 shares worth $858K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings.

871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Lee Financial held 10,468 shares of Dimensional US Equity ETF worth $858K as of Q2 2026.
  • Dimensional US Equity ETF was a new Lee Financial position in Q2 2026.
  • Dimensional US Equity ETF made up 0.11% of Lee Financial's portfolio in Q2 2026, its #88 holding.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.