Lionshead Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Lionshead Wealth Management’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	$478K	Sell	5,834 -38	-0.6%	-$3K	0.31%	61
2026 Q1	$416K	Sell	5,872 -1,379	-19%	-$102K	0.31%	64
2025 Q4	$538K	Sell	7,251 -299	-4%	-$22K	0.4%	58
2025 Q3	$547K	Sell	7,550 -245	-3%	-$17.1K	0.43%	57
2025 Q2	$522K	Buy	+7,795	New	+$483K	0.48%	55
2025 Q1	–	Sell	-4,579	Closed	-$292K	–	98
2024 Q4	$292K	Buy	+4,579	New	+$294K	0.21%	87

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Lionshead Wealth Management's DFUS Position: Q2 2026 in Review

Lionshead Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.65% in Q2 2026, selling an estimated $3K and leaving 5,834 shares worth $478K. The position accounts for 0.31% of the portfolio, ranked #61.

Lionshead Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $547K in Q3 2025. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Lionshead Wealth Management held 5,834 shares of Dimensional US Equity ETF worth $478K as of Q2 2026.
Lionshead Wealth Management sold 38 Dimensional US Equity ETF shares in Q2 2026, an estimated $3K.
Dimensional US Equity ETF made up 0.31% of Lionshead Wealth Management's portfolio in Q2 2026, its #61 holding.
Lionshead Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's Dimensional US Equity ETF position peaked at $547K in Q3 2025.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.