LFA
DFUS

Legacy Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Legacy Financial Advisors’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 		$435K Hold
5,304
– – 0.05% 263
2026
Q1 		$376K Hold
5,304
– – 0.05% 281
2025
Q4 		$393K Hold
5,304
– – 0.05% 262
2025
Q3 		$384K Buy
+5,304
New +$370K 0.05% 275

Other funds holding DFUS

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Financial Advisors's DFUS Position: Q2 2026 in Review

Legacy Financial Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 5,304 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #263.

Legacy Financial Advisors first reported a position in DFUS in Q3 2025 and has held it in 4 quarters since. 570 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Legacy Financial Advisors held 5,304 shares of Dimensional US Equity ETF worth $435K as of Q2 2026.
  • Legacy Financial Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #263 holding.
  • Legacy Financial Advisors first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 570 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.