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 Q3	$203K	Sell	2,440 -210	-8%	-$17.4K	0.03%	125
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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Lynch & Associates's DFUS Position: Q3 2026 in Review

Lynch & Associates reduced its Dimensional US Equity ETF (DFUS) stake by 7.9% in Q3 2026, selling an estimated $17.4K and leaving 2,440 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #125.

Lynch & Associates first reported a position in DFUS in Q3 2023 and has held it in 9 quarters since. The position peaked at $475K in Q2 2024. 221 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Lynch & Associates held 2,440 shares of Dimensional US Equity ETF worth $203K as of Q3 2026.
Lynch & Associates sold 210 Dimensional US Equity ETF shares in Q3 2026, an estimated $17.4K.
Dimensional US Equity ETF made up 0.03% of Lynch & Associates's portfolio in Q3 2026, its #125 holding.
Lynch & Associates first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 9 quarters since.
Lynch & Associates's Dimensional US Equity ETF position peaked at $475K in Q2 2024.
221 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.