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
Q2 		$279M Sell
3,407,781
-254,969
-7% -$20.2M 0.06% 309
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 0.08% 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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

LPL Financial's DFUS Position: Q2 2026 in Review

LPL Financial reduced its Dimensional US Equity ETF (DFUS) stake by 7% in Q2 2026, selling an estimated $20.2M and leaving 3,407,781 shares worth $279M. The position accounts for 0.06% of the portfolio, ranked #309.

LPL Financial first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • LPL Financial held 3,407,781 shares of Dimensional US Equity ETF worth $279M as of Q2 2026.
  • LPL Financial sold 254,969 Dimensional US Equity ETF shares in Q2 2026, an estimated $20.2M.
  • Dimensional US Equity ETF made up 0.06% of LPL Financial's portfolio in Q2 2026, its #309 holding.
  • LPL Financial first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.