BAIA
DFUS

Bel Air Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Bel Air Investment 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
2021
Q2 		$2.51M Buy
+53,171
New +$2.48M 0.08% 113

Other funds holding DFUS

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
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Bel Air Investment Advisors's DFUS Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2021: 53,171 shares worth $2.51M. The stake represents 0.08% of the portfolio and ranks #113 among its holdings.

262 funds tracked by Wall St. Rank hold DFUS as of Q2 2021.

  • Bel Air Investment Advisors held 53,171 shares of Dimensional US Equity ETF worth $2.51M as of Q2 2021.
  • Dimensional US Equity ETF was a new Bel Air Investment Advisors position in Q2 2021.
  • Dimensional US Equity ETF made up 0.08% of Bel Air Investment Advisors's portfolio in Q2 2021, its #113 holding.
  • 262 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.