B
DFUS

Brightworth’s Dimensional US Equity ETF DFUS Stock Holding History

Brightworth’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
2022
Q3 		$613K Sell
15,792
-716
-4% -$30.8K 0.07% 85
2022
Q2 		$673K Sell
16,508
-220
-1% -$9.75K 0.07% 86
2022
Q1 		$820K Buy
16,728
+7
+0% +$338 0.08% 75
2021
Q4 		$864K Buy
16,721
+14
+0.1% +$704 0.08% 70
2021
Q3 		$787K Buy
+16,707
New +$808K 0.07% 66

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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 $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
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Brightworth's DFUS Position: Q3 2022 in Review

Brightworth reduced its Dimensional US Equity ETF (DFUS) stake by 4.3% in Q3 2022, selling an estimated $30.8K and leaving 15,792 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #85.

Brightworth first reported a position in DFUS in Q3 2021 and has held it in 5 quarters since. The position peaked at $864K in Q4 2021. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • Brightworth held 15,792 shares of Dimensional US Equity ETF worth $613K as of Q3 2022.
  • Brightworth sold 716 Dimensional US Equity ETF shares in Q3 2022, an estimated $30.8K.
  • Dimensional US Equity ETF made up 0.07% of Brightworth's portfolio in Q3 2022, its #85 holding.
  • Brightworth first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 5 quarters since.
  • Brightworth's Dimensional US Equity ETF position peaked at $864K in Q4 2021.
  • 390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.