AWM
DFUS

Align Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Align Wealth 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
2022
Q4 		$2.83M Buy
+72,841
New +$3.05M 2.39% 8

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $2.31B AUM 26.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Align Wealth Management's DFUS Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional US Equity ETF (DFUS) in Q4 2022: 72,841 shares worth $2.83M. The stake represents 2.39% of the portfolio and ranks #8 among its holdings.

439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

  • Align Wealth Management held 72,841 shares of Dimensional US Equity ETF worth $2.83M as of Q4 2022.
  • Dimensional US Equity ETF was a new Align Wealth Management position in Q4 2022.
  • Dimensional US Equity ETF made up 2.39% of Align Wealth Management's portfolio in Q4 2022, its #8 holding.
  • 439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.