Lido Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Lido 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 Q1	$2.52M	Buy	35,567 +35	+0.1%	+$2.59K	0.01%	642
2025 Q4	$2.6M	Buy	35,532 +32	+0.1%	+$2.35K	0.01%	640
2025 Q3	$2.57M	Hold	35,500	–	–	0.01%	617
2025 Q2	$2.38M	Buy	35,500 +200	+0.6%	+$12.4K	0.01%	539
2025 Q1	$2.13M	Sell	35,300 -2,022	-5%	-$129K	0.01%	529
2024 Q4	$2.38M	Buy	37,322 +14,944	+67%	+$958K	0.01%	487
2024 Q3	$1.39M	Buy	22,378 +2,014	+10%	+$121K	0.01%	585
2024 Q2	$1.2M	Buy	20,364 +4,996	+33%	+$284K	0.01%	591
2024 Q1	$876K	Buy	+15,368	New	+$832K	0.01%	707
2023 Q1	–	Sell	-10,276	Closed	-$428K	–	1168
2022 Q4	$428K	Buy	+10,276	New	+$430K	0.01%	651

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

RFP

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors's DFUS Position: Q1 2026 in Review

Lido Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.1% in Q1 2026, buying an estimated $2.59K and bringing the position to 35,567 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #642.

Lido Advisors first reported a position in DFUS in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.6M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Lido Advisors held 35,567 shares of Dimensional US Equity ETF worth $2.52M as of Q1 2026.
Lido Advisors bought 35 Dimensional US Equity ETF shares in Q1 2026, an estimated $2.59K.
Dimensional US Equity ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #642 holding.
Lido Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 10 quarters since.
Lido Advisors's Dimensional US Equity ETF position peaked at $2.6M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.