LVZ Inc
DFUS icon

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
Q3 		$11M Buy
132,208
+8,818
+7% +$732K 1.13% 10
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

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

LVZ Inc's DFUS Position: Q3 2026 in Review

LVZ Inc increased its Dimensional US Equity ETF (DFUS) stake by 7.1% in Q3 2026, buying an estimated $732K and bringing the position to 132,208 shares worth $11M. The position accounts for 1.13% of the portfolio, ranked #10.

LVZ Inc first reported a position in DFUS in Q2 2022 and has held it in 18 quarters since. 349 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • LVZ Inc held 132,208 shares of Dimensional US Equity ETF worth $11M as of Q3 2026.
  • LVZ Inc bought 8,818 Dimensional US Equity ETF shares in Q3 2026, an estimated $732K.
  • Dimensional US Equity ETF made up 1.13% of LVZ Inc's portfolio in Q3 2026, its #10 holding.
  • LVZ Inc first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 18 quarters since.
  • 349 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.