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

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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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.

311 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.
  • 311 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.