Lynch & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Lynch & Associates’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	$217K	Buy	+2,650	New	+$210K	0.04%	125
2026 Q1	–	Sell	-2,907	Closed	-$216K	–	125
2025 Q4	$216K	Sell	2,907 -20	-0.7%	-$1.47K	0.04%	121
2025 Q3	$212K	Buy	+2,927	New	+$204K	0.04%	123
2024 Q4	–	Sell	-3,257	Closed	-$203K	–	117
2024 Q3	$203K	Sell	3,257 -4,809	-60%	-$288K	0.04%	116
2024 Q2	$475K	Buy	8,066 +927	+13%	+$52.7K	0.11%	91
2024 Q1	$407K	Buy	7,139 +1,383	+24%	+$74.9K	0.09%	98
2023 Q4	$298K	Buy	5,756 +586	+11%	+$28.4K	0.07%	101
2023 Q3	$241K	Buy	+5,170	New	+$250K	0.06%	103

Other funds holding DFUS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return