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
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 $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 $2.16B AUM 18.08% 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 $3.52B AUM 22.33% 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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return