LPP
DFUS

Life Planning Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Life Planning 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
2026
Q2 		$2.61M Sell
31,872
-1,821
-5% -$144K 1.94% 13
2026
Q1 		$2.39M Buy
33,693
+962
+3% +$71.3K 1.82% 14
2025
Q4 		$2.43M Sell
32,731
-2,186
-6% -$161K 1.86% 13
2025
Q3 		$2.53M Sell
34,917
-17
-0% -$1.18K 1.85% 15
2025
Q2 		$2.34M Buy
34,934
+4,411
+14% +$273K 1.86% 14
2025
Q1 		$1.85M Buy
30,523
+2,827
+10% +$181K 1.67% 14
2024
Q4 		$1.77M Buy
27,696
+1,317
+5% +$84.4K 1.63% 14
2024
Q3 		$1.64M Buy
26,379
+1,377
+6% +$82.4K 1.47% 17
2024
Q2 		$1.47M Buy
25,002
+3,764
+18% +$214K 1.34% 18
2024
Q1 		$1.21M Buy
21,238
+3,048
+17% +$165K 1.21% 22
2023
Q4 		$943K Buy
+18,190
New +$880K 0.93% 25
2022
Q3 		$725K Hold
18,667
– – 0.83% 25
2022
Q2 		$762K Hold
18,667
– – 0.86% 25
2022
Q1 		$915K Hold
18,667
– – 0.93% 25
2021
Q4 		$967K Buy
+18,667
New +$938K 0.97% 26

Other funds holding DFUS

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Life Planning Partners's DFUS Position: Q2 2026 in Review

Life Planning Partners reduced its Dimensional US Equity ETF (DFUS) stake by 5.4% in Q2 2026, selling an estimated $144K and leaving 31,872 shares worth $2.61M. The position accounts for 1.94% of the portfolio, ranked #13.

Life Planning Partners first reported a position in DFUS in Q4 2021 and has held it in 15 quarters since. 533 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Life Planning Partners held 31,872 shares of Dimensional US Equity ETF worth $2.61M as of Q2 2026.
  • Life Planning Partners sold 1,821 Dimensional US Equity ETF shares in Q2 2026, an estimated $144K.
  • Dimensional US Equity ETF made up 1.94% of Life Planning Partners's portfolio in Q2 2026, its #13 holding.
  • Life Planning Partners first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 15 quarters since.
  • 533 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.