LWM
DFUS

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

LJI 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
Q1 		$2.5M Sell
35,203
-37,736
-52% -$2.8M 0.4% 24
2025
Q4 		$5.41M Buy
72,939
+54,850
+303% +$4.03M 0.82% 19
2025
Q3 		$1.31M Sell
18,089
-39,726
-69% -$2.77M 0.23% 43
2025
Q2 		$3.87M Buy
57,815
+14,179
+32% +$878K 0.67% 21
2025
Q1 		$2.64M Buy
43,636
+19,829
+83% +$1.27M 0.53% 25
2024
Q4 		$1.52M Buy
23,807
+14,209
+148% +$911K 0.3% 40
2024
Q3 		$597K Buy
+9,598
New +$575K 0.12% 87

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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 $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LJI Wealth Management's DFUS Position: Q1 2026 in Review

LJI Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 52% in Q1 2026, selling an estimated $2.8M and leaving 35,203 shares worth $2.5M. The position accounts for 0.4% of the portfolio, ranked #24.

LJI Wealth Management first reported a position in DFUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.41M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • LJI Wealth Management held 35,203 shares of Dimensional US Equity ETF worth $2.5M as of Q1 2026.
  • LJI Wealth Management sold 37,736 Dimensional US Equity ETF shares in Q1 2026, an estimated $2.8M.
  • Dimensional US Equity ETF made up 0.4% of LJI Wealth Management's portfolio in Q1 2026, its #24 holding.
  • LJI Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • LJI Wealth Management's Dimensional US Equity ETF position peaked at $5.41M in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.