LSA
DFUS

Lion Street Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Lion Street Advisors’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
2025
Q3 		$201K Buy
+4,000
New +$279K 0.07% 220
2023
Q3 		– Sell
-4,000
Closed -$201K – 261
2023
Q2 		$201K Buy
+4,000
New +$182K 0.07% 232

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Lion Street Advisors's DFUS Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2025: 4,000 shares worth $201K. The stake represents 0.07% of the portfolio and ranks #220 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in DFUS as recently as Q2 2023.

Lion Street Advisors first reported a position in DFUS in Q2 2023 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

  • Lion Street Advisors held 4,000 shares of Dimensional US Equity ETF worth $201K as of Q3 2025.
  • Dimensional US Equity ETF was a new Lion Street Advisors position in Q3 2025.
  • Dimensional US Equity ETF made up 0.07% of Lion Street Advisors's portfolio in Q3 2025, its #220 holding.
  • Lion Street Advisors first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 2 quarters since.
  • 763 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.