ARIS
DFUS

Advanced Research Investment Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Advanced Research Investment Solutions’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
Q1 		– Sell
-892
Closed -$46K – 205
2021
Q4 		$46K Hold
892
– – 0.02% 95
2021
Q3 		$42.1K Buy
+892
New +$43.2K 0.02% 79

Other funds holding DFUS

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PL
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

Advanced Research Investment Solutions's DFUS Position: Q1 2022 in Review

Advanced Research Investment Solutions sold out of Dimensional US Equity ETF (DFUS) in Q1 2022, closing a stake of 892 shares — an estimated $46K sold.

Advanced Research Investment Solutions first reported a position in DFUS in Q3 2021 and held it in 2 quarters. The position peaked at $46K in Q4 2021. 333 funds tracked by Wall St. Rank hold DFUS as of Q1 2022.

  • Advanced Research Investment Solutions reported no remaining Dimensional US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 892 Dimensional US Equity ETF shares in Q1 2022, an estimated $46K.
  • Advanced Research Investment Solutions first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 2 quarters.
  • Advanced Research Investment Solutions's Dimensional US Equity ETF position peaked at $46K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2022, filed 10 May 2022.