LIWM
DFUS

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
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
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 $2.57B AUM 21.7% 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 $4.1B AUM 25.19% 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 $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Long Island Wealth Management's DFUS Position: Q1 2026 in Review

Long Island Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 21,929 shares worth $1.55M. The position accounts for 0.72% of the portfolio, ranked #30.

Long Island Wealth Management first reported a position in DFUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Long Island Wealth Management held 21,929 shares of Dimensional US Equity ETF worth $1.55M as of Q1 2026.
  • Long Island Wealth Management left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.72% of Long Island Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Long Island Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Long Island Wealth Management's Dimensional US Equity ETF position peaked at $1.63M in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.