LNC
DFUS icon

Lincoln National Corp’s Dimensional US Equity ETF DFUS Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-4,526
Closed -$258K – 265
2024
Q1 		$258K Buy
+4,526
New +$245K ﹤0.01% 1031

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Lincoln National Corp's DFUS Position: Q2 2024 in Review

Lincoln National Corp sold out of Dimensional US Equity ETF (DFUS) in Q2 2024, closing a stake of 4,526 shares — an estimated $258K sold.

Lincoln National Corp first reported a position in DFUS in Q1 2024 and held it in 1 quarter. The position peaked at $258K in Q1 2024. 593 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • Lincoln National Corp reported no remaining Dimensional US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,526 Dimensional US Equity ETF shares in Q2 2024, an estimated $258K.
  • Lincoln National Corp first reported a position in Dimensional US Equity ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's Dimensional US Equity ETF position peaked at $258K in Q1 2024.
  • 593 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.