CS
DFUS

Comerica Securities’s Dimensional US Equity ETF DFUS Stock Holding History

Comerica Securities’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 		$837K Sell
17,990
-103
-0.6% -$4.98K 0.07% 221
2023
Q2 		$871K Sell
18,093
-138
-0.8% -$6.28K 0.06% 243
2023
Q1 		$810K Buy
18,231
+3,093
+20% +$134K 0.06% 245
2022
Q4 		$630K Buy
+15,138
New +$633K 0.05% 275

Other funds holding DFUS

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
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 $1.88B AUM 21.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Comerica Securities's DFUS Position: Q3 2023 in Review

Comerica Securities reduced its Dimensional US Equity ETF (DFUS) stake by 0.57% in Q3 2023, selling an estimated $4.98K and leaving 17,990 shares worth $837K. The position accounts for 0.07% of the portfolio, ranked #221.

Comerica Securities first reported a position in DFUS in Q4 2022 and has held it in 4 quarters since. The position peaked at $871K in Q2 2023. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

  • Comerica Securities held 17,990 shares of Dimensional US Equity ETF worth $837K as of Q3 2023.
  • Comerica Securities sold 103 Dimensional US Equity ETF shares in Q3 2023, an estimated $4.98K.
  • Dimensional US Equity ETF made up 0.07% of Comerica Securities's portfolio in Q3 2023, its #221 holding.
  • Comerica Securities first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 4 quarters since.
  • Comerica Securities's Dimensional US Equity ETF position peaked at $871K in Q2 2023.
  • 476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.