Lodestone Wealth Management
DFUS icon

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
Q3 		$4.19M Buy
50,468
+5,172
+11% +$429K 1.41% 16
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% +$65.6K 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

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Lodestone Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 11% in Q3 2026, buying an estimated $429K and bringing the position to 50,468 shares worth $4.19M. The position accounts for 1.41% of the portfolio, ranked #16.

Lodestone Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 378 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Lodestone Wealth Management held 50,468 shares of Dimensional US Equity ETF worth $4.19M as of Q3 2026.
  • Lodestone Wealth Management bought 5,172 Dimensional US Equity ETF shares in Q3 2026, an estimated $429K.
  • Dimensional US Equity ETF made up 1.41% of Lodestone Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Lodestone Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.