BCM
DFUS

Brainard Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Brainard Capital 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
Q1 		$2.86M Buy
64,312
+1,567
+2% +$68K 2.19% 15
2022
Q4 		$2.61M Buy
+62,745
New +$2.62M 2.21% 13

Other funds holding DFUS

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
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 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $2.31B AUM 26.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Brainard Capital Management's DFUS Position: Q1 2023 in Review

Brainard Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 2.5% in Q1 2023, buying an estimated $68K and bringing the position to 64,312 shares worth $2.86M. The position accounts for 2.19% of the portfolio, ranked #15.

Brainard Capital Management first reported a position in DFUS in Q4 2022 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold DFUS as of Q1 2023.

  • Brainard Capital Management held 64,312 shares of Dimensional US Equity ETF worth $2.86M as of Q1 2023.
  • Brainard Capital Management bought 1,567 Dimensional US Equity ETF shares in Q1 2023, an estimated $68K.
  • Dimensional US Equity ETF made up 2.19% of Brainard Capital Management's portfolio in Q1 2023, its #15 holding.
  • Brainard Capital Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.