Bard Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-24,230	Closed	-$1.17M	–	241
2023 Q2	$1.17M	Hold	24,230	–	–	0.09%	157
2023 Q1	$1.08M	Hold	24,230	–	–	0.09%	168
2022 Q4	$1.01M	Hold	24,230	–	–	0.09%	162
2022 Q3	$941K	Hold	24,230	–	–	0.09%	159
2022 Q2	$987K	Hold	24,230	–	–	0.09%	154
2022 Q1	$1.19M	Hold	24,230	–	–	0.1%	143
2021 Q4	$1.25M	Hold	24,230	–	–	0.1%	134
2021 Q3	$1.14M	Hold	24,230	–	–	0.1%	135
2021 Q2	$1.14M	Buy	+24,230	New	+$1.13M	0.1%	136

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Bard Financial Services's DFUS Position: Q3 2023 in Review

Bard Financial Services sold out of Dimensional US Equity ETF (DFUS) in Q3 2023, closing a stake of 24,230 shares — an estimated $1.17M sold.

Bard Financial Services first reported a position in DFUS in Q2 2021 and held it in 9 quarters. The position peaked at $1.25M in Q4 2021. 475 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

Bard Financial Services reported no remaining Dimensional US Equity ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 24,230 Dimensional US Equity ETF shares in Q3 2023, an estimated $1.17M.
Bard Financial Services first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 9 quarters.
Bard Financial Services's Dimensional US Equity ETF position peaked at $1.25M in Q4 2021.
475 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.