CIBC Private Wealth Group
DFUS

CIBC Private Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$178K Sell
2,397
-1,077
-31% -$79.1K ﹤0.01% 1247
2025
Q3 		$252K Sell
3,474
-316
-8% -$22K ﹤0.01% 1082
2025
Q2 		$254K Sell
3,790
-734
-16% -$45.5K ﹤0.01% 1026
2025
Q1 		$243K Sell
4,524
-756
-14% -$48.3K ﹤0.01% 1015
2024
Q4 		$339K Sell
5,280
-2,336
-31% -$150K ﹤0.01% 978
2024
Q3 		$474K Sell
7,616
-1,255
-14% -$75.1K ﹤0.01% 890
2024
Q2 		$532K Sell
8,871
-259
-3% -$14.7K ﹤0.01% 807
2024
Q1 		$520K Buy
9,130
+1,540
+20% +$83.4K ﹤0.01% 828
2023
Q4 		$393K Hold
7,590
– – ﹤0.01% 856
2023
Q3 		$353K Buy
+7,590
New +$367K ﹤0.01% 839

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return