CAN
DFUS

Cetera Advisor Networks’s Dimensional US Equity ETF DFUS Stock Holding History

Cetera Advisor Networks’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
Q1 		$13M Buy
227,473
+115,619
+103% +$6.26M 0.06% 308
2023
Q4 		$5.8M Buy
111,854
+48,896
+78% +$2.37M 0.03% 518
2023
Q3 		$2.93M Buy
62,958
+35,705
+131% +$1.73M 0.02% 741
2023
Q2 		$1.31M Sell
27,253
-670
-2% -$30.5K 0.01% 1089
2023
Q1 		$1.24M Sell
27,923
-468
-2% -$20.3K 0.01% 1109
2022
Q4 		$1.18M Buy
28,391
+1,326
+5% +$55.4K 0.01% 1091
2022
Q3 		$1.05M Buy
27,065
+1,635
+6% +$70.3K 0.01% 855
2022
Q2 		$1.04M Sell
25,430
-1,598
-6% -$70.8K 0.01% 871
2022
Q1 		$1.32M Sell
27,028
-6,186
-19% -$299K 0.02% 787
2021
Q4 		$1.72M Sell
33,214
-500
-1% -$25.1K 0.02% 656
2021
Q3 		$1.59M Buy
33,714
+2,184
+7% +$106K 0.02% 639
2021
Q2 		$1.49M Buy
+31,530
New +$1.47M 0.02% 641

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cetera Advisor Networks's DFUS Position: Q1 2024 in Review

Cetera Advisor Networks increased its Dimensional US Equity ETF (DFUS) stake by 103% in Q1 2024, buying an estimated $6.26M and bringing the position to 227,473 shares worth $13M. The position accounts for 0.06% of the portfolio, ranked #308.

Cetera Advisor Networks first reported a position in DFUS in Q2 2021 and has held it in 12 quarters since. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

  • Cetera Advisor Networks held 227,473 shares of Dimensional US Equity ETF worth $13M as of Q1 2024.
  • Cetera Advisor Networks bought 115,619 Dimensional US Equity ETF shares in Q1 2024, an estimated $6.26M.
  • Dimensional US Equity ETF made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #308 holding.
  • Cetera Advisor Networks first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 12 quarters since.
  • 567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.