AMC
DFUS

Asset Management Corp’s Dimensional US Equity ETF DFUS Stock Holding History

Asset Management Corp’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
2023
Q1 		$398K Buy
8,966
+28
+0.3% +$1.22K 0.31% 74
2022
Q4 		$372K Hold
8,938
– – 0.31% 88
2022
Q3 		$347K Hold
8,938
– – 0.21% 103
2022
Q2 		$364K Buy
+8,938
New +$396K 0.24% 102

Other funds holding DFUS

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $2.31B AUM 26.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Asset Management Corp's DFUS Position: Q1 2023 in Review

Asset Management Corp increased its Dimensional US Equity ETF (DFUS) stake by 0.31% in Q1 2023, buying an estimated $1.22K and bringing the position to 8,966 shares worth $398K. The position accounts for 0.31% of the portfolio, ranked #74.

Asset Management Corp first reported a position in DFUS in Q2 2022 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold DFUS as of Q1 2023.

  • Asset Management Corp held 8,966 shares of Dimensional US Equity ETF worth $398K as of Q1 2023.
  • Asset Management Corp bought 28 Dimensional US Equity ETF shares in Q1 2023, an estimated $1.22K.
  • Dimensional US Equity ETF made up 0.31% of Asset Management Corp's portfolio in Q1 2023, its #74 holding.
  • Asset Management Corp first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.