LVZ Inc’s Dimensional US Equity ETF DFUS Stock Holding History

LVZ Inc’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	$10.1M	Buy	123,390 +6,216	+5%	+$492K	1.03%	10
2026 Q1	$8.31M	Buy	117,174 +15,306	+15%	+$1.13M	0.95%	10
2025 Q4	$7.56M	Buy	101,868 +12,964	+15%	+$952K	0.84%	10
2025 Q3	$6.44M	Buy	88,904 +12,435	+16%	+$866K	0.73%	13
2025 Q2	$5.12M	Buy	76,469 +2,880	+4%	+$178K	0.61%	14
2025 Q1	$4.45M	Sell	73,589 -9,871	-12%	-$631K	0.58%	14
2024 Q4	$5.32M	Buy	83,460 +9,535	+13%	+$611K	0.68%	15
2024 Q3	$4.6M	Buy	73,925 +3,633	+5%	+$218K	0.59%	14
2024 Q2	$4.14M	Buy	70,292 +496	+0.7%	+$28.2K	0.56%	14
2024 Q1	$3.98M	Sell	69,796 -2,727	-4%	-$148K	0.54%	14
2023 Q4	$3.76M	Buy	72,523 +2,098	+3%	+$102K	0.53%	15
2023 Q3	$3.28M	Sell	70,425 -986	-1%	-$47.7K	0.53%	15
2023 Q2	$3.44M	Buy	71,411 +8,298	+13%	+$377K	0.48%	17
2023 Q1	$2.8M	Sell	63,113 -637	-1%	-$27.7K	0.41%	18
2022 Q4	$2.65M	Buy	63,750 +11,285	+22%	+$472K	0.41%	17
2022 Q3	$2.04M	Buy	52,465 +10,012	+24%	+$431K	0.35%	20
2022 Q2	$1.73M	Buy	+42,453	New	+$1.88M	0.29%	25

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Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return