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

Cassady Schiller 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
2024 Q4	$2.05M	Hold	32,123	–	–	0.75%	25
2024 Q3	$2M	Hold	32,123	–	–	0.73%	25
2024 Q2	$1.89M	Sell	32,123 -1,167	-4%	-$66.3K	0.77%	26
2024 Q1	$1.9M	Sell	33,290 -8,871	-21%	-$480K	0.85%	24
2023 Q4	$2.19M	Hold	42,161	–	–	1.1%	18
2023 Q3	$1.96M	Hold	42,161	–	–	1.09%	21
2023 Q2	$2.03M	Sell	42,161 -264	-0.6%	-$12K	1.1%	20
2023 Q1	$1.88M	Hold	42,425	–	–	0.89%	21
2022 Q4	$1.77M	Buy	42,425 +155	+0.4%	+$6.48K	1.09%	20
2022 Q3	$1.64M	Sell	42,270 -1,994	-5%	-$85.7K	0.95%	22
2022 Q2	$1.8M	Buy	44,264 +99	+0.2%	+$4.39K	0.95%	22
2022 Q1	$2.17M	Buy	44,165 +80	+0.2%	+$3.87K	1.04%	21
2021 Q4	$2.28M	Buy	+44,085	New	+$2.22M	1.37%	16

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Cassady Schiller Wealth Management's DFUS Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q4 2024 at 32,123 shares worth $2.05M. The position accounts for 0.75% of the portfolio, ranked #25.

Cassady Schiller Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.28M in Q4 2021. 696 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

Cassady Schiller Wealth Management held 32,123 shares of Dimensional US Equity ETF worth $2.05M as of Q4 2024.
Cassady Schiller Wealth Management left its Dimensional US Equity ETF share count unchanged in Q4 2024.
Dimensional US Equity ETF made up 0.75% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #25 holding.
Cassady Schiller Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Dimensional US Equity ETF position peaked at $2.28M in Q4 2021.
696 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.