BCA
DFUS

Berman Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Berman Capital 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
Q3 		$4.94M Buy
+104,851
New +$5.07M 0.78% 17

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 $424B AUM 22.94% 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 $2.31B AUM 26.52% 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 $9.11B AUM 26.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Berman Capital Advisors's DFUS Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2021: 104,851 shares worth $4.94M. The stake represents 0.78% of the portfolio and ranks #17 among its holdings.

286 funds tracked by Wall St. Rank hold DFUS as of Q3 2021.

  • Berman Capital Advisors held 104,851 shares of Dimensional US Equity ETF worth $4.94M as of Q3 2021.
  • Dimensional US Equity ETF was a new Berman Capital Advisors position in Q3 2021.
  • Dimensional US Equity ETF made up 0.78% of Berman Capital Advisors's portfolio in Q3 2021, its #17 holding.
  • 286 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.