BWM
DFUS

Baystate Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Baystate Wealth Management’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
Q4 		$1.13M Buy
21,878
+100
+0.5% +$4.84K 0.08% 82
2023
Q3 		$1.01M Buy
+21,778
New +$1.05M 0.08% 87

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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 $1.88B AUM 21.09% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 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

Baystate Wealth Management's DFUS Position: Q4 2023 in Review

Baystate Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.46% in Q4 2023, buying an estimated $4.84K and bringing the position to 21,878 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #82.

Baystate Wealth Management first reported a position in DFUS in Q3 2023 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold DFUS as of Q4 2023.

  • Baystate Wealth Management held 21,878 shares of Dimensional US Equity ETF worth $1.13M as of Q4 2023.
  • Baystate Wealth Management bought 100 Dimensional US Equity ETF shares in Q4 2023, an estimated $4.84K.
  • Dimensional US Equity ETF made up 0.08% of Baystate Wealth Management's portfolio in Q4 2023, its #82 holding.
  • Baystate Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.