APA
DFUS

American Portfolios Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

American Portfolios Advisors’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
Q3 		$67.4K Buy
1,736
+3
+0.2% +$129 ﹤0.01% 1549
2022
Q2 		$70.6K Buy
1,733
+2
+0.1% +$89 ﹤0.01% 1583
2022
Q1 		$84.8K Buy
1,731
+2
+0.1% +$97 ﹤0.01% 1600
2021
Q4 		$89.4K Buy
1,729
+302
+21% +$15.2K ﹤0.01% 1570
2021
Q3 		$67.3K Buy
1,427
+153
+12% +$7.4K ﹤0.01% 1628
2021
Q2 		$60K Buy
+1,274
New +$59.4K ﹤0.01% 1647

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 $80B AUM 26.12% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return

American Portfolios Advisors's DFUS Position: Q3 2022 in Review

American Portfolios Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.17% in Q3 2022, buying an estimated $129 and bringing the position to 1,736 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

American Portfolios Advisors first reported a position in DFUS in Q2 2021 and has held it in 6 quarters since. The position peaked at $89.4K in Q4 2021. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • American Portfolios Advisors held 1,736 shares of Dimensional US Equity ETF worth $67.4K as of Q3 2022.
  • American Portfolios Advisors bought 3 Dimensional US Equity ETF shares in Q3 2022, an estimated $129.
  • Dimensional US Equity ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1549 holding.
  • American Portfolios Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 6 quarters since.
  • American Portfolios Advisors's Dimensional US Equity ETF position peaked at $89.4K in Q4 2021.
  • 390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.