Colony Group’s Dimensional US Equity ETF DFUS Stock Holding History

Colony 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
2023 Q3	$2.98M	Buy	63,976 +42	+0.1%	+$2.03K	0.04%	285
2023 Q2	$3.08M	Buy	63,934 +4,632	+8%	+$211K	0.04%	277
2023 Q1	$2.63M	Buy	59,302 +24	+0%	+$1.04K	0.04%	307
2022 Q4	$2.47M	Buy	59,278 +34	+0.1%	+$1.42K	0.03%	334
2022 Q3	$2.3M	Buy	59,244 +29	+0%	+$1.25K	0.04%	314
2022 Q2	$2.41M	Sell	59,215 -4,528	-7%	-$201K	0.04%	303
2022 Q1	$3.13M	Buy	63,743 +6,841	+12%	+$331K	0.05%	299
2021 Q4	$2.94M	Buy	56,902 +4,581	+9%	+$230K	0.05%	282
2021 Q3	$2.47M	Buy	52,321 +18	+0%	+$871	0.05%	291
2021 Q2	$2.46M	Buy	+52,303	New	+$2.44M	0.05%	278

Other funds holding DFUS

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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 $2.31B AUM 26.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Colony Group's DFUS Position: Q3 2023 in Review

Colony Group increased its Dimensional US Equity ETF (DFUS) stake by 0.07% in Q3 2023, buying an estimated $2.03K and bringing the position to 63,976 shares worth $2.98M. The position accounts for 0.04% of the portfolio, ranked #285.

Colony Group first reported a position in DFUS in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.13M in Q1 2022. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

Colony Group held 63,976 shares of Dimensional US Equity ETF worth $2.98M as of Q3 2023.
Colony Group bought 42 Dimensional US Equity ETF shares in Q3 2023, an estimated $2.03K.
Dimensional US Equity ETF made up 0.04% of Colony Group's portfolio in Q3 2023, its #285 holding.
Colony Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 10 quarters since.
Colony Group's Dimensional US Equity ETF position peaked at $3.13M in Q1 2022.
476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.