LGL Partners’s Dimensional US Equity ETF DFUS Stock Holding History

LGL Partners’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
2025 Q2	–	Sell	-17,173	Closed	-$1.04M	–	59
2025 Q1	$1.04M	Sell	17,173 -38,570	-69%	-$2.46M	0.5%	20
2024 Q4	$3.55M	Hold	55,743	–	–	0.52%	22
2024 Q3	$3.47M	Hold	55,743	–	–	0.49%	21
2024 Q2	$3.28M	Hold	55,743	–	–	0.48%	22
2024 Q1	$3.18M	Hold	55,743	–	–	0.53%	23
2023 Q4	$2.89M	Hold	55,743	–	–	0.4%	26
2023 Q3	$2.59M	Hold	55,743	–	–	0.46%	23
2023 Q2	$2.68M	Hold	55,743	–	–	0.46%	23
2023 Q1	$2.48M	Hold	55,743	–	–	0.42%	24
2022 Q4	$2.32M	Hold	55,743	–	–	0.42%	24
2022 Q3	$2.16M	Hold	55,743	–	–	0.45%	24
2022 Q2	$2.27M	Hold	55,743	–	–	0.37%	20
2022 Q1	$2.73M	Hold	55,743	–	–	0.37%	22
2021 Q4	$2.88M	Hold	55,743	–	–	0.34%	24
2021 Q3	$2.63M	Hold	55,743	–	–	1.6%	11
2021 Q2	$2.63M	Buy	+55,743	New	+$2.6M	1.57%	11

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

LGL Partners's DFUS Position: Q2 2025 in Review

LGL Partners sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 17,173 shares — an estimated $1.04M sold.

LGL Partners first reported a position in DFUS in Q2 2021 and held it in 16 quarters. The position peaked at $3.55M in Q4 2024. 740 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

LGL Partners reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
LGL Partners sold 17,173 Dimensional US Equity ETF shares in Q2 2025, an estimated $1.04M.
LGL Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 16 quarters.
LGL Partners's Dimensional US Equity ETF position peaked at $3.55M in Q4 2024.
740 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on LGL Partners's 13F filing for Q2 2025, filed 15 Aug 2025.