ASI
DFUS

Advisory Services & Investments’s Dimensional US Equity ETF DFUS Stock Holding History

Advisory Services & Investments’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
2024
Q3 		$1.43M Sell
22,923
-1,407
-6% -$84.2K 0.97% 16
2024
Q2 		$1.43M Sell
24,330
-469
-2% -$26.7K 0.99% 16
2024
Q1 		$1.41M Sell
24,799
-2,023
-8% -$110K 0.97% 16
2023
Q4 		$1.39M Sell
26,822
-3,105
-10% -$150K 1.03% 16
2023
Q3 		$1.39M Sell
29,927
-3,229
-10% -$156K 1.23% 15
2023
Q2 		$1.6M Sell
33,156
-123
-0.4% -$5.59K 1.32% 16
2023
Q1 		$1.48M Buy
33,279
+6,877
+26% +$299K 1.34% 15
2022
Q4 		$1.1M Sell
26,402
-8,419
-24% -$352K 1.09% 17
2022
Q3 		$1.35M Buy
34,821
+1,979
+6% +$85.1K 1.43% 14
2022
Q2 		$1.34M Buy
32,842
+4,698
+17% +$208K 1.28% 21
2022
Q1 		$1.38M Buy
28,144
+1,356
+5% +$65.5K 1.12% 19
2021
Q4 		$1.39M Buy
26,788
+1,766
+7% +$88.8K 0.89% 22
2021
Q3 		$1.18M Buy
+25,022
New +$1.21M 0.77% 22

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Services & Investments's DFUS Position: Q3 2024 in Review

Advisory Services & Investments reduced its Dimensional US Equity ETF (DFUS) stake by 5.8% in Q3 2024, selling an estimated $84.2K and leaving 22,923 shares worth $1.43M. The position accounts for 0.97% of the portfolio, ranked #16.

Advisory Services & Investments first reported a position in DFUS in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.6M in Q2 2023. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

  • Advisory Services & Investments held 22,923 shares of Dimensional US Equity ETF worth $1.43M as of Q3 2024.
  • Advisory Services & Investments sold 1,407 Dimensional US Equity ETF shares in Q3 2024, an estimated $84.2K.
  • Dimensional US Equity ETF made up 0.97% of Advisory Services & Investments's portfolio in Q3 2024, its #16 holding.
  • Advisory Services & Investments first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 13 quarters since.
  • Advisory Services & Investments's Dimensional US Equity ETF position peaked at $1.6M in Q2 2023.
  • 610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.