CFA
DFUS

Carroll Financial Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Carroll Financial Associates’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 		$121K Hold
2,329
– – 0.01% 487
2021
Q3 		$109K Buy
+2,329
New +$113K 0.01% 514

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BSW
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Envestnet Asset Management
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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 $2.31B AUM 26.52% 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

Carroll Financial Associates's DFUS Position: Q4 2021 in Review

Carroll Financial Associates held its Dimensional US Equity ETF (DFUS) position steady in Q4 2021 at 2,329 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #487.

Carroll Financial Associates first reported a position in DFUS in Q3 2021 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold DFUS as of Q4 2021.

  • Carroll Financial Associates held 2,329 shares of Dimensional US Equity ETF worth $121K as of Q4 2021.
  • Carroll Financial Associates left its Dimensional US Equity ETF share count unchanged in Q4 2021.
  • Dimensional US Equity ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #487 holding.
  • Carroll Financial Associates first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.