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

Long Island 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	$1.8M	Hold	21,929	–	–	0.74%	32
2026 Q1	$1.55M	Hold	21,929	–	–	0.72%	30
2025 Q4	$1.63M	Hold	21,929	–	–	0.77%	25
2025 Q3	$1.59M	Hold	21,929	–	–	0.77%	27
2025 Q2	$1.47M	Hold	21,929	–	–	0.76%	27
2025 Q1	$1.33M	Buy	+21,929	New	+$1.4M	0.81%	29

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

Long Island Wealth Management's DFUS Position: Q2 2026 in Review

Long Island Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 21,929 shares worth $1.8M. The position accounts for 0.74% of the portfolio, ranked #32.

Long Island Wealth Management first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Long Island Wealth Management held 21,929 shares of Dimensional US Equity ETF worth $1.8M as of Q2 2026.
Long Island Wealth Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.74% of Long Island Wealth Management's portfolio in Q2 2026, its #32 holding.
Long Island Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.