C
DFUS

Certuity’s Dimensional US Equity ETF DFUS Stock Holding History

Certuity’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 		– Sell
-6,349
Closed -$395K – 395
2024
Q3 		$395K Sell
6,349
-373
-6% -$22.3K 0.04% 210
2024
Q2 		$396K Sell
6,722
-70
-1% -$3.98K 0.03% 210
2024
Q1 		$387K Sell
6,792
-771
-10% -$41.7K 0.03% 199
2023
Q4 		$392K Sell
7,563
-2,270
-23% -$110K 0.04% 211
2023
Q3 		$458K Buy
9,833
+22
+0.2% +$1.06K 0.05% 149
2023
Q2 		$473K Buy
9,811
+22
+0.2% +$1K 0.05% 151
2023
Q1 		$435K Buy
9,789
+19
+0.2% +$825 0.06% 119
2022
Q4 		$407K Sell
9,770
-770
-7% -$32.2K 0.06% 117
2022
Q3 		$409K Sell
10,540
-1,692
-14% -$72.8K 0.1% 107
2022
Q2 		$498K Buy
12,232
+44
+0.4% +$1.95K 0.13% 90
2022
Q1 		$597K Buy
12,188
+28
+0.2% +$1.35K 0.13% 115
2021
Q4 		$629K Buy
12,160
+48
+0.4% +$2.41K 0.14% 106
2021
Q3 		$571K Buy
+12,112
New +$586K 0.11% 139

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Certuity's DFUS Position: Q4 2024 in Review

Certuity sold out of Dimensional US Equity ETF (DFUS) in Q4 2024, closing a stake of 6,349 shares — an estimated $395K sold.

Certuity first reported a position in DFUS in Q3 2021 and held it in 13 quarters. The position peaked at $629K in Q4 2021. 696 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • Certuity reported no remaining Dimensional US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Certuity sold 6,349 Dimensional US Equity ETF shares in Q4 2024, an estimated $395K.
  • Certuity first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 13 quarters.
  • Certuity's Dimensional US Equity ETF position peaked at $629K in Q4 2021.
  • 696 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on Certuity's 13F filing for Q4 2024, filed 29 Jan 2025.