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Blue Chip Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Blue Chip Partners’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
2024
Q3 		– Sell
-1,732
Closed -$102K – 201
2024
Q2 		$102K Buy
+1,732
New +$98.5K 0.01% 187

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Chip Partners's DFUS Position: Q3 2024 in Review

Blue Chip Partners sold out of Dimensional US Equity ETF (DFUS) in Q3 2024, closing a stake of 1,732 shares — an estimated $102K sold.

Blue Chip Partners first reported a position in DFUS in Q2 2024 and held it in 1 quarter. The position peaked at $102K in Q2 2024. 611 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

  • Blue Chip Partners reported no remaining Dimensional US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Chip Partners sold 1,732 Dimensional US Equity ETF shares in Q3 2024, an estimated $102K.
  • Blue Chip Partners first reported a position in Dimensional US Equity ETF in Q2 2024 and held it in 1 quarter.
  • Blue Chip Partners's Dimensional US Equity ETF position peaked at $102K in Q2 2024.
  • 611 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on Blue Chip Partners's 13F filing for Q3 2024, filed 4 Nov 2024.