LWM
DFUS

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

Lodestone 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 		$3.71M Sell
45,296
-4,708
-9% -$372K 1.31% 19
2026
Q1 		$3.55M Buy
50,004
+2,042
+4% +$151K 1.41% 16
2025
Q4 		$3.56M Sell
47,962
-1,033
-2% -$75.9K 1.45% 16
2025
Q3 		$3.55M Buy
48,995
+1,548
+3% +$108K 1.6% 13
2025
Q2 		$3.18M Sell
47,447
-50
-0.1% -$3.1K 1.55% 18
2025
Q1 		$2.87M Sell
47,497
-876
-2% -$56K 1.53% 17
2024
Q4 		$3.08M Sell
48,373
-143
-0.3% -$9.17K 1.55% 18
2024
Q3 		$3.02M Buy
48,516
+12,847
+36% +$769K 1.51% 21
2024
Q2 		$2.1M Buy
35,669
+1,153
+3% +$65.5K 1.11% 32
2024
Q1 		$1.97M Buy
34,516
+2,286
+7% +$124K 1.03% 38
2023
Q4 		$1.67M Buy
32,230
+1,838
+6% +$89K 0.97% 39
2023
Q3 		$1.41M Buy
+30,392
New +$1.47M 0.99% 40
2023
Q2 		– Sell
-7,152
Closed -$318K – 129
2023
Q1 		$318K Buy
7,152
+1,549
+28% +$67.3K 0.24% 100
2022
Q4 		$233K Buy
+5,603
New +$234K 0.19% 111

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

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

Lodestone Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 9.4% in Q2 2026, selling an estimated $372K and leaving 45,296 shares worth $3.71M. The position accounts for 1.31% of the portfolio, ranked #19.

Lodestone Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Lodestone Wealth Management held 45,296 shares of Dimensional US Equity ETF worth $3.71M as of Q2 2026.
  • Lodestone Wealth Management sold 4,708 Dimensional US Equity ETF shares in Q2 2026, an estimated $372K.
  • Dimensional US Equity ETF made up 1.31% of Lodestone Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Lodestone Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.