LF
DFUS

LifeSteps Financial’s Dimensional US Equity ETF DFUS Stock Holding History

LifeSteps Financial’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 		$2.4M Buy
29,287
+13,005
+80% +$1.03M 1.12% 19
2026
Q1 		$1.15M Buy
+16,282
New +$1.21M 0.73% 29

Other funds holding DFUS

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
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LifeSteps Financial's DFUS Position: Q2 2026 in Review

LifeSteps Financial increased its Dimensional US Equity ETF (DFUS) stake by 80% in Q2 2026, buying an estimated $1.03M and bringing the position to 29,287 shares worth $2.4M. The position accounts for 1.12% of the portfolio, ranked #19.

LifeSteps Financial first reported a position in DFUS in Q1 2026 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • LifeSteps Financial held 29,287 shares of Dimensional US Equity ETF worth $2.4M as of Q2 2026.
  • LifeSteps Financial bought 13,005 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional US Equity ETF made up 1.12% of LifeSteps Financial's portfolio in Q2 2026, its #19 holding.
  • LifeSteps Financial first reported a position in Dimensional US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.