5L
DFUS

55I LLC’s Dimensional US Equity ETF DFUS Stock Holding History

55I LLC’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
2022
Q3 		$5.84M Buy
150,488
+41,949
+39% +$1.8M 0.16% 91
2022
Q2 		$4.42M Sell
108,539
-8,931
-8% -$396K 0.12% 109
2022
Q1 		$5.76M Sell
117,470
-8,481
-7% -$410K 0.14% 105
2021
Q4 		$6.51M Buy
125,951
+1,250
+1% +$62.8K 0.17% 94
2021
Q3 		$5.88M Buy
124,701
+20,293
+19% +$982K 0.18% 83
2021
Q2 		$4.92M Buy
+104,408
New +$4.87M 0.17% 84

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

55I LLC's DFUS Position: Q3 2022 in Review

55I LLC increased its Dimensional US Equity ETF (DFUS) stake by 39% in Q3 2022, buying an estimated $1.8M and bringing the position to 150,488 shares worth $5.84M. The position accounts for 0.16% of the portfolio, ranked #91.

55I LLC first reported a position in DFUS in Q2 2021 and has held it in 6 quarters since. The position peaked at $6.51M in Q4 2021. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • 55I LLC held 150,488 shares of Dimensional US Equity ETF worth $5.84M as of Q3 2022.
  • 55I LLC bought 41,949 Dimensional US Equity ETF shares in Q3 2022, an estimated $1.8M.
  • Dimensional US Equity ETF made up 0.16% of 55I LLC's portfolio in Q3 2022, its #91 holding.
  • 55I LLC first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 6 quarters since.
  • 55I LLC's Dimensional US Equity ETF position peaked at $6.51M in Q4 2021.
  • 390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.