Cetera Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Cetera Advisors’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	$587K	Buy	10,302 +4,552	+79%	+$246K	﹤0.01%	1502
2023 Q4	$298K	Hold	5,750	–	–	﹤0.01%	1433
2023 Q3	$268K	Buy	+5,750	New	+$278K	﹤0.01%	1379
2022 Q1	–	Sell	-15,257	Closed	-$789K	–	1440
2021 Q4	$789K	Sell	15,257 -229	-1%	-$11.5K	0.02%	690
2021 Q3	$730K	Hold	15,486	–	–	0.01%	718
2021 Q2	$730K	Buy	+15,486	New	+$722K	0.02%	662

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 $2.22B 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.88B AUM 21.09% 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cetera Advisors's DFUS Position: Q1 2024 in Review

Cetera Advisors increased its Dimensional US Equity ETF (DFUS) stake by 79% in Q1 2024, buying an estimated $246K and bringing the position to 10,302 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Cetera Advisors first reported a position in DFUS in Q2 2021 and has held it in 6 quarters since. The position peaked at $789K in Q4 2021. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

Cetera Advisors held 10,302 shares of Dimensional US Equity ETF worth $587K as of Q1 2024.
Cetera Advisors bought 4,552 Dimensional US Equity ETF shares in Q1 2024, an estimated $246K.
Dimensional US Equity ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1502 holding.
Cetera Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 6 quarters since.
Cetera Advisors's Dimensional US Equity ETF position peaked at $789K in Q4 2021.
567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

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