CG
DFUS

Caprock Group’s Dimensional US Equity ETF DFUS Stock Holding History

Caprock Group’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
2021
Q4 		– Sell
-5,009
Closed -$236K – 593
2021
Q3 		$236K Hold
5,009
– – 0.02% 455
2021
Q2 		$236K Buy
+5,009
New +$233K 0.02% 449

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

Caprock Group's DFUS Position: Q4 2021 in Review

Caprock Group sold out of Dimensional US Equity ETF (DFUS) in Q4 2021, closing a stake of 5,009 shares — an estimated $236K sold.

Caprock Group first reported a position in DFUS in Q2 2021 and held it in 2 quarters. The position peaked at $236K in Q3 2021. 363 funds tracked by Wall St. Rank hold DFUS as of Q4 2021.

  • Caprock Group reported no remaining Dimensional US Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Caprock Group sold 5,009 Dimensional US Equity ETF shares in Q4 2021, an estimated $236K.
  • Caprock Group first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 2 quarters.
  • Caprock Group's Dimensional US Equity ETF position peaked at $236K in Q3 2021.
  • 363 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2021.

Based on Caprock Group's 13F filing for Q4 2021, filed 18 Jan 2022.