Brighton Jones LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Brighton Jones LLC’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	-3,498	Closed	-$206K	–	601
2024 Q2	$206K	Sell	3,498 -509	-13%	-$28.9K	0.01%	572
2024 Q1	$228K	Buy	4,007 +9	+0.2%	+$487	0.01%	535
2023 Q4	$207K	Buy	+3,998	New	+$194K	0.01%	539
2023 Q3	–	Sell	-9,108	Closed	-$439K	–	552
2023 Q2	$439K	Buy	9,108 +7	+0.1%	+$318	0.02%	312
2023 Q1	$404K	Buy	9,101 +6	+0.1%	+$261	0.02%	324
2022 Q4	$378K	Sell	9,095 -13,772	-60%	-$576K	0.02%	291
2022 Q3	$888K	Buy	+22,867	New	+$983K	0.05%	170

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brighton Jones LLC's DFUS Position: Q3 2024 in Review

Brighton Jones LLC sold out of Dimensional US Equity ETF (DFUS) in Q3 2024, closing a stake of 3,498 shares — an estimated $206K sold.

Brighton Jones LLC first reported a position in DFUS in Q3 2022 and held it in 7 quarters. The position peaked at $888K in Q3 2022. 611 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

Brighton Jones LLC reported no remaining Dimensional US Equity ETF position as of Q3 2024 after selling out during the quarter.
Brighton Jones LLC sold 3,498 Dimensional US Equity ETF shares in Q3 2024, an estimated $206K.
Brighton Jones LLC first reported a position in Dimensional US Equity ETF in Q3 2022 and held it in 7 quarters.
Brighton Jones LLC's Dimensional US Equity ETF position peaked at $888K in Q3 2022.
611 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on Brighton Jones LLC's 13F filing for Q3 2024, filed 22 Oct 2024.