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 Q2	$3.05M	Buy	37,263 +1,696	+5%	+$134K	0.01%	652
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 $91.8B AUM 38.24% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Lido Advisors's DFUS Position: Q2 2026 in Review

Lido Advisors increased its Dimensional US Equity ETF (DFUS) stake by 4.8% in Q2 2026, buying an estimated $134K and bringing the position to 37,263 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #652.

Lido Advisors first reported a position in DFUS in Q4 2022 and has held it in 11 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Lido Advisors held 37,263 shares of Dimensional US Equity ETF worth $3.05M as of Q2 2026.
Lido Advisors bought 1,696 Dimensional US Equity ETF shares in Q2 2026, an estimated $134K.
Dimensional US Equity ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #652 holding.
Lido Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 11 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.