LWL
DFUS

Leo Wealth LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Leo Wealth LLC’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
Q1 		$624K Sell
8,797
-3,400
-28% -$252K 0.05% 234
2025
Q4 		$905K Sell
12,197
-131
-1% -$9.62K 0.07% 195
2025
Q3 		$893K Sell
12,328
-1,016
-8% -$70.8K 0.12% 135
2025
Q2 		$894K Buy
13,344
+36
+0.3% +$2.23K 0.07% 178
2025
Q1 		$805K Sell
13,308
-869
-6% -$55.5K 0.12% 143
2024
Q4 		$904K Sell
14,177
-828
-6% -$53.1K 0.08% 165
2024
Q3 		$933K Buy
15,005
+38
+0.3% +$2.27K 0.09% 159
2024
Q2 		$881K Buy
14,967
+41
+0.3% +$2.33K 0.09% 155
2024
Q1 		$850K Buy
14,926
+31
+0.2% +$1.68K 0.09% 163
2023
Q4 		$772K Buy
+14,895
New +$721K 0.08% 161

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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Leo Wealth LLC's DFUS Position: Q1 2026 in Review

Leo Wealth LLC reduced its Dimensional US Equity ETF (DFUS) stake by 28% in Q1 2026, selling an estimated $252K and leaving 8,797 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #234.

Leo Wealth LLC first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $933K in Q3 2024. 853 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Leo Wealth LLC held 8,797 shares of Dimensional US Equity ETF worth $624K as of Q1 2026.
  • Leo Wealth LLC sold 3,400 Dimensional US Equity ETF shares in Q1 2026, an estimated $252K.
  • Dimensional US Equity ETF made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #234 holding.
  • Leo Wealth LLC first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Dimensional US Equity ETF position peaked at $933K in Q3 2024.
  • 853 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.