DFUS — DFA US Equity ETF/Dimensional ETF Trust

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in DFA US Equity ETF/Dimensional ETF Trust (DFUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.95% (2023 Q3)

Avg. % of fund

1.81%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	UNCHANGED	39,042	—	0%	1.66%	$2.9M	$74.17
2025 Q3	UNCHANGED	39,042	—	0%	1.75%	$2.8M	$72.29
2025 Q2	UNCHANGED	39,042	—	0%	1.75%	$2.6M	$66.71
2025 Q1	UNCHANGED	39,042	—	0%	1.74%	$2.4M	$60.04

% of Fund (quarterly) DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%

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