LPL Financial
DFUS

LPL Financial’s Dimensional US Equity ETF DFUS Stock Holding History

LPL Financial’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 		$260M Buy
3,662,750
+60,898
+2% +$4.51M 0.07% 278
2025
Q4 		$267M Buy
3,601,852
+48,277
+1% +$3.55M 0.07% 257
2025
Q3 		$257M Sell
3,553,575
-73,120
-2% -$5.09M 0.08% 251
2025
Q2 		$243M Buy
3,626,695
+16,592
+0.5% +$1.03M 0.08% 241
2025
Q1 		$218M Buy
3,610,103
+1,188,511
+49% +$75.9M 0.09% 227
2024
Q4 		$154M Buy
2,421,592
+172,020
+8% +$11M 0.06% 272
2024
Q3 		$140M Buy
2,249,572
+186,029
+9% +$11.1M 0.06% 273
2024
Q2 		$121M Buy
2,063,543
+1,063,231
+106% +$60.4M 0.06% 280
2024
Q1 		$57M Sell
1,000,312
-95,571
-9% -$5.17M 0.03% 504
2023
Q4 		$56.8M Sell
1,095,883
-23,932
-2% -$1.16M 0.03% 459
2023
Q3 		$52.1M Buy
1,119,815
+27,311
+2% +$1.32M 0.04% 445
2023
Q2 		$52.6M Buy
1,092,504
+30,977
+3% +$1.41M 0.04% 426
2023
Q1 		$47.2M Sell
1,061,527
-49,463
-4% -$2.15M 0.04% 431
2022
Q4 		$46.2M Buy
1,110,990
+92,551
+9% +$3.87M 0.04% 413
2022
Q3 		$39.5M Buy
1,018,439
+100,562
+11% +$4.32M 0.04% 408
2022
Q2 		$37.4M Buy
+917,877
New +$40.7M 0.04% 420
2022
Q1 		– Sell
-889,623
Closed -$46M – 4238
2021
Q4 		$46M Buy
889,623
+38,296
+4% +$1.92M 0.04% 384
2021
Q3 		$40.1M Buy
851,327
+19,552
+2% +$946K 0.04% 391
2021
Q2 		$39.2M Buy
+831,775
New +$38.8M 0.04% 384

Other funds holding DFUS

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Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
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RFP
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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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return