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 Q3	$2.47M	Sell	29,773 -2,099	-7%	-$174K	1.97%	14
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Life Planning Partners's DFUS Position: Q3 2026 in Review

Life Planning Partners reduced its Dimensional US Equity ETF (DFUS) stake by 6.6% in Q3 2026, selling an estimated $174K and leaving 29,773 shares worth $2.47M. The position accounts for 1.97% of the portfolio, ranked #14.

Life Planning Partners first reported a position in DFUS in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.61M in Q2 2026. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Life Planning Partners held 29,773 shares of Dimensional US Equity ETF worth $2.47M as of Q3 2026.
Life Planning Partners sold 2,099 Dimensional US Equity ETF shares in Q3 2026, an estimated $174K.
Dimensional US Equity ETF made up 1.97% of Life Planning Partners's portfolio in Q3 2026, its #14 holding.
Life Planning Partners first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 16 quarters since.
Life Planning Partners's Dimensional US Equity ETF position peaked at $2.61M in Q2 2026.
637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.