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 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

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

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

LJI Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 36% in Q2 2026, selling an estimated $1.01M and leaving 22,369 shares worth $1.83M. The position accounts for 0.26% of the portfolio, ranked #42.

LJI Wealth Management first reported a position in DFUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.41M in Q4 2025. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

LJI Wealth Management held 22,369 shares of Dimensional US Equity ETF worth $1.83M as of Q2 2026.
LJI Wealth Management sold 12,834 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.01M.
Dimensional US Equity ETF made up 0.26% of LJI Wealth Management's portfolio in Q2 2026, its #42 holding.
LJI Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 8 quarters since.
LJI Wealth Management's Dimensional US Equity ETF position peaked at $5.41M in Q4 2025.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.