Atlas Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Atlas Capital 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
2024 Q1	–	Sell	-760	Closed	-$39.4K	–	909
2023 Q4	$39.4K	Hold	760	–	–	0.01%	620
2023 Q3	$35.4K	Hold	760	–	–	0.01%	575
2023 Q2	$36.6K	Hold	760	–	–	0.01%	608
2023 Q1	$33.8K	Hold	760	–	–	0.01%	617
2022 Q4	$31.6K	Hold	760	–	–	0.01%	609
2022 Q3	$29.5K	Hold	760	–	–	0.01%	608
2022 Q2	$31K	Hold	760	–	–	0.01%	623
2022 Q1	$37.3K	Hold	760	–	–	0.01%	573
2021 Q4	$39.3K	Hold	760	–	–	0.01%	554
2021 Q3	$35.8K	Hold	760	–	–	0.01%	563
2021 Q2	$35.8K	Buy	+760	New	+$35.4K	0.01%	569

Other funds holding DFUS

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Atlas Capital Advisors's DFUS Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Dimensional US Equity ETF (DFUS) in Q1 2024, closing a stake of 760 shares — an estimated $39.4K sold.

Atlas Capital Advisors first reported a position in DFUS in Q2 2021 and held it in 11 quarters. The position peaked at $39.4K in Q4 2023. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

Atlas Capital Advisors reported no remaining Dimensional US Equity ETF position as of Q1 2024 after selling out during the quarter.
Atlas Capital Advisors sold 760 Dimensional US Equity ETF shares in Q1 2024, an estimated $39.4K.
Atlas Capital Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 11 quarters.
Atlas Capital Advisors's Dimensional US Equity ETF position peaked at $39.4K in Q4 2023.
567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.