LifeSteps Financial
DFUS icon

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
Q3 		$2.34M Sell
28,212
-1,075
-4% -$89.2K 1.12% 21
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

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Root Financial Partners
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Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

LifeSteps Financial's DFUS Position: Q3 2026 in Review

LifeSteps Financial reduced its Dimensional US Equity ETF (DFUS) stake by 3.7% in Q3 2026, selling an estimated $89.2K and leaving 28,212 shares worth $2.34M. The position accounts for 1.12% of the portfolio, ranked #21.

LifeSteps Financial first reported a position in DFUS in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.4M in Q2 2026. 474 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • LifeSteps Financial held 28,212 shares of Dimensional US Equity ETF worth $2.34M as of Q3 2026.
  • LifeSteps Financial sold 1,075 Dimensional US Equity ETF shares in Q3 2026, an estimated $89.2K.
  • Dimensional US Equity ETF made up 1.12% of LifeSteps Financial's portfolio in Q3 2026, its #21 holding.
  • LifeSteps Financial first reported a position in Dimensional US Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • LifeSteps Financial's Dimensional US Equity ETF position peaked at $2.4M in Q2 2026.
  • 474 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.