Austin Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Austin Private Wealth’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 Q2	–	Sell	-4,236	Closed	-$208K	–	151
2022 Q1	$208K	Hold	4,236	–	–	0.04%	127
2021 Q4	$219K	Hold	4,236	–	–	0.04%	135
2021 Q3	$200K	Hold	4,236	–	–	0.04%	129
2021 Q2	$200K	Buy	+4,236	New	+$197K	0.05%	125

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

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

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

Austin Private Wealth's DFUS Position: Q2 2022 in Review

Austin Private Wealth sold out of Dimensional US Equity ETF (DFUS) in Q2 2022, closing a stake of 4,236 shares — an estimated $208K sold.

Austin Private Wealth first reported a position in DFUS in Q2 2021 and held it in 4 quarters. The position peaked at $219K in Q4 2021. 386 funds tracked by Wall St. Rank hold DFUS as of Q2 2022.

Austin Private Wealth reported no remaining Dimensional US Equity ETF position as of Q2 2022 after selling out during the quarter.
Austin Private Wealth sold 4,236 Dimensional US Equity ETF shares in Q2 2022, an estimated $208K.
Austin Private Wealth first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 4 quarters.
Austin Private Wealth's Dimensional US Equity ETF position peaked at $219K in Q4 2021.
386 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2022.

Based on Austin Private Wealth's 13F filing for Q2 2022, filed 29 Jul 2022.