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

Litman Gregory 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
2025 Q4	$666K	Hold	8,980	–	–	0.05%	89
2025 Q3	$651K	Hold	8,980	–	–	0.05%	87
2025 Q2	$602K	Hold	8,980	–	–	0.05%	84
2025 Q1	$543K	Hold	8,980	–	–	0.05%	83
2024 Q4	$572K	Hold	8,980	–	–	0.05%	77
2024 Q3	$559K	Hold	8,980	–	–	0.05%	81
2024 Q2	$528K	Hold	8,980	–	–	0.05%	83
2024 Q1	$512K	Hold	8,980	–	–	0.05%	84
2023 Q4	$465K	Buy	+8,980	New	+$435K	0.04%	86

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

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

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Litman Gregory Wealth Management's DFUS Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q4 2025 at 8,980 shares worth $666K. The position accounts for 0.05% of the portfolio, ranked #89.

Litman Gregory Wealth Management first reported a position in DFUS in Q4 2023 and has held it in 9 quarters since. 843 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

Litman Gregory Wealth Management held 8,980 shares of Dimensional US Equity ETF worth $666K as of Q4 2025.
Litman Gregory Wealth Management left its Dimensional US Equity ETF share count unchanged in Q4 2025.
Dimensional US Equity ETF made up 0.05% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #89 holding.
Litman Gregory Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 9 quarters since.
843 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.