CWM
DFUS

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

Castle 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
Q3 		– Sell
-1,264
Closed -$51K – 684
2022
Q2 		$51K Buy
+1,264
New +$56K 0.03% 211

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

Castle Wealth Management's DFUS Position: Q3 2022 in Review

Castle Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q3 2022, closing a stake of 1,264 shares — an estimated $51K sold.

Castle Wealth Management first reported a position in DFUS in Q2 2022 and held it in 1 quarter. The position peaked at $51K in Q2 2022. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • Castle Wealth Management reported no remaining Dimensional US Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,264 Dimensional US Equity ETF shares in Q3 2022, an estimated $51K.
  • Castle Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's Dimensional US Equity ETF position peaked at $51K in Q2 2022.
  • 390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.