BPFA
DFUS

Barnes Pettey Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Barnes Pettey Financial 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
2023
Q3 		– Sell
-4,305
Closed -$207K – 95
2023
Q2 		$207K Buy
+4,305
New +$196K 0.18% 97
2022
Q2 		– Sell
-4,305
Closed -$211K – 90
2022
Q1 		$211K Hold
4,305
– – 0.26% 85
2021
Q4 		$223K Buy
+4,305
New +$216K 0.26% 83

Other funds holding DFUS

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
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 $1.88B AUM 21.09% 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

Barnes Pettey Financial Advisors's DFUS Position: Q3 2023 in Review

Barnes Pettey Financial Advisors sold out of Dimensional US Equity ETF (DFUS) in Q3 2023, closing a stake of 4,305 shares — an estimated $207K sold.

Barnes Pettey Financial Advisors first reported a position in DFUS in Q4 2021 and held it in 3 quarters. The position peaked at $223K in Q4 2021. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

  • Barnes Pettey Financial Advisors reported no remaining Dimensional US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Barnes Pettey Financial Advisors sold 4,305 Dimensional US Equity ETF shares in Q3 2023, an estimated $207K.
  • Barnes Pettey Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and held it in 3 quarters.
  • Barnes Pettey Financial Advisors's Dimensional US Equity ETF position peaked at $223K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Barnes Pettey Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.