BWM
DFUS

BT Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

BT Wealth 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
2022
Q2 		$411K Buy
+10,092
New +$447K 0.12% 42
2022
Q1 		– Sell
-10,032
Closed -$519K – 70
2021
Q4 		$519K Buy
10,032
+40
+0.4% +$2.01K 0.14% 38
2021
Q3 		$471K Buy
9,992
+27
+0.3% +$1.31K 0.15% 34
2021
Q2 		$470K Buy
+9,965
New +$464K 0.14% 35

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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 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

BT Wealth Management's DFUS Position: Q2 2022 in Review

BT Wealth Management opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2022: 10,092 shares worth $411K. The stake represents 0.12% of the portfolio and ranks #42 among its holdings. This is a return to the name: BT Wealth Management previously reported a position in DFUS as recently as Q4 2021.

BT Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 4 quarters since. The position peaked at $519K in Q4 2021. 386 funds tracked by Wall St. Rank hold DFUS as of Q2 2022.

  • BT Wealth Management held 10,092 shares of Dimensional US Equity ETF worth $411K as of Q2 2022.
  • Dimensional US Equity ETF was a new BT Wealth Management position in Q2 2022.
  • Dimensional US Equity ETF made up 0.12% of BT Wealth Management's portfolio in Q2 2022, its #42 holding.
  • BT Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 4 quarters since.
  • BT Wealth Management's Dimensional US Equity ETF position peaked at $519K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.