ACI
DFUS

Alpha Cubed Investments’s Dimensional US Equity ETF DFUS Stock Holding History

Alpha Cubed 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
2022
Q1 		– Sell
-3,877
Closed -$200K – 337
2021
Q4 		$200K Buy
+3,877
New +$195K 0.01% 260

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
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

Alpha Cubed Investments's DFUS Position: Q1 2022 in Review

Alpha Cubed Investments sold out of Dimensional US Equity ETF (DFUS) in Q1 2022, closing a stake of 3,877 shares — an estimated $200K sold.

Alpha Cubed Investments first reported a position in DFUS in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 333 funds tracked by Wall St. Rank hold DFUS as of Q1 2022.

  • Alpha Cubed Investments reported no remaining Dimensional US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Alpha Cubed Investments sold 3,877 Dimensional US Equity ETF shares in Q1 2022, an estimated $200K.
  • Alpha Cubed Investments first reported a position in Dimensional US Equity ETF in Q4 2021 and held it in 1 quarter.
  • Alpha Cubed Investments's Dimensional US Equity ETF position peaked at $200K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2022.

Based on Alpha Cubed Investments's 13F filing for Q1 2022, filed 22 Apr 2022.