LA
DFUS

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

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

Lynch & Associates's DFUS Position: Q2 2026 in Review

Lynch & Associates opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 2,650 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #125 among its holdings. This is a return to the name: Lynch & Associates previously reported a position in DFUS as recently as Q4 2025.

Lynch & Associates first reported a position in DFUS in Q3 2023 and has held it in 8 quarters since. The position peaked at $475K in Q2 2024. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Lynch & Associates held 2,650 shares of Dimensional US Equity ETF worth $217K as of Q2 2026.
  • Dimensional US Equity ETF was a new Lynch & Associates position in Q2 2026.
  • Dimensional US Equity ETF made up 0.04% of Lynch & Associates's portfolio in Q2 2026, its #125 holding.
  • Lynch & Associates first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 8 quarters since.
  • Lynch & Associates's Dimensional US Equity ETF position peaked at $475K in Q2 2024.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.