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Advisors Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Advisors 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
2021
Q3 		– Sell
-11,571
Closed -$545K – 408
2021
Q2 		$545K Buy
+11,571
New +$539K 0.02% 280

Other funds holding DFUS

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 $424B AUM 22.9% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisors Capital Management's DFUS Position: Q3 2021 in Review

Advisors Capital Management sold out of Dimensional US Equity ETF (DFUS) in Q3 2021, closing a stake of 11,571 shares — an estimated $545K sold.

Advisors Capital Management first reported a position in DFUS in Q2 2021 and held it in 1 quarter. The position peaked at $545K in Q2 2021. 286 funds tracked by Wall St. Rank hold DFUS as of Q3 2021.

  • Advisors Capital Management reported no remaining Dimensional US Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Advisors Capital Management sold 11,571 Dimensional US Equity ETF shares in Q3 2021, an estimated $545K.
  • Advisors Capital Management first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 1 quarter.
  • Advisors Capital Management's Dimensional US Equity ETF position peaked at $545K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2021.

Based on Advisors Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.