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 Q3	–	Sell	-22,369	Closed	-$1.83M	–	200
2026 Q2	$1.83M	Sell	22,369 -12,834	-36%	-$1.01M	0.26%	42
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

LJI Wealth Management's DFUS Position: Q3 2026 in Review

LJI Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q3 2026, closing a stake of 22,369 shares — an estimated $1.83M sold.

LJI Wealth Management first reported a position in DFUS in Q3 2024 and held it in 8 quarters. The position peaked at $5.41M in Q4 2025. 505 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

LJI Wealth Management reported no remaining Dimensional US Equity ETF position as of Q3 2026 after selling out during the quarter.
LJI Wealth Management sold 22,369 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.83M.
LJI Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2024 and held it in 8 quarters.
LJI Wealth Management's Dimensional US Equity ETF position peaked at $5.41M in Q4 2025.
505 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.