3D/L Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

3D/L Capital Management’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
2023 Q4	–	Sell	-119,483	Closed	-$5.56M	–	21
2023 Q3	$5.56M	Sell	119,483 -1,501	-1%	-$72.6K	1.81%	14
2023 Q2	$5.83M	Sell	120,984 -5,684	-4%	-$259K	1.69%	15
2023 Q1	$5.63M	Sell	126,668 -6,163	-5%	-$268K	1.49%	16
2022 Q4	$5.53M	Sell	132,831 -1,504	-1%	-$62.9K	1.49%	16
2022 Q3	$5.21M	Buy	134,335 +1,183	+0.9%	+$50.9K	1.55%	16
2022 Q2	$5.43M	Buy	133,152 +881	+0.7%	+$39K	1.52%	17
2022 Q1	$6.48M	Buy	132,271 +695	+0.5%	+$33.6K	1.6%	16
2021 Q4	$6.8M	Sell	131,576 -764	-0.6%	-$38.4K	1.59%	15
2021 Q3	$6.24M	Sell	132,340 -8,097	-6%	-$392K	1.5%	18
2021 Q2	$6.62M	Buy	+140,437	New	+$6.55M	1.58%	16

Other funds holding DFUS

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

3D/L Capital Management's DFUS Position: Q4 2023 in Review

3D/L Capital Management sold out of Dimensional US Equity ETF (DFUS) in Q4 2023, closing a stake of 119,483 shares — an estimated $5.56M sold.

3D/L Capital Management first reported a position in DFUS in Q2 2021 and held it in 10 quarters. The position peaked at $6.8M in Q4 2021. 547 funds tracked by Wall St. Rank hold DFUS as of Q4 2023.

3D/L Capital Management reported no remaining Dimensional US Equity ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 119,483 Dimensional US Equity ETF shares in Q4 2023, an estimated $5.56M.
3D/L Capital Management first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 10 quarters.
3D/L Capital Management's Dimensional US Equity ETF position peaked at $6.8M in Q4 2021.
547 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.