Arete Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Arete Wealth 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	–	Sell	-20,827	Closed	-$849K	–	594
2022 Q2	$849K	Buy	20,827 +24	+0.1%	+$1.06K	0.09%	172
2022 Q1	$1.02M	Buy	20,803 +23	+0.1%	+$1.11K	0.09%	177
2021 Q4	$1.08M	Sell	20,780 -948	-4%	-$47.6K	0.09%	179
2021 Q3	$1.02M	Sell	21,728 -303	-1%	-$14.7K	0.11%	166
2021 Q2	$1.04M	Buy	+22,031	New	+$1.03M	0.15%	135

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

Arete Wealth Advisors's DFUS Position: Q3 2022 in Review

Arete Wealth Advisors sold out of Dimensional US Equity ETF (DFUS) in Q3 2022, closing a stake of 20,827 shares — an estimated $849K sold.

Arete Wealth Advisors first reported a position in DFUS in Q2 2021 and held it in 5 quarters. The position peaked at $1.08M in Q4 2021. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

Arete Wealth Advisors reported no remaining Dimensional US Equity ETF position as of Q3 2022 after selling out during the quarter.
Arete Wealth Advisors sold 20,827 Dimensional US Equity ETF shares in Q3 2022, an estimated $849K.
Arete Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 5 quarters.
Arete Wealth Advisors's Dimensional US Equity ETF position peaked at $1.08M in Q4 2021.
390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Arete Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.