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 $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return