Concourse Financial Group Securities’s Dimensional US Equity ETF DFUS Stock Holding History

Concourse Financial Group 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
2025 Q1	–	Sell	-1,296	Closed	-$85.8K	–	495
2024 Q4	$85.8K	Sell	1,296 -3,184	-71%	-$204K	﹤0.01%	999
2024 Q3	$279K	Sell	4,480 -1,038	-19%	-$62.1K	0.02%	611
2024 Q2	$325K	Sell	5,518 -43	-0.8%	-$2.44K	0.02%	550
2024 Q1	$317K	Hold	5,561	–	–	0.02%	545
2023 Q4	$288K	Sell	5,561 -2,303	-29%	-$111K	0.02%	551
2023 Q3	$366K	Sell	7,864 -8	-0.1%	-$387	0.03%	475
2023 Q2	$379K	Hold	7,872	–	–	0.03%	482
2023 Q1	$350K	Hold	7,872	–	–	0.03%	502
2022 Q4	$328K	Hold	7,872	–	–	0.03%	499
2022 Q3	$306K	Sell	7,872 -515	-6%	-$22.1K	0.03%	451
2022 Q2	$342K	Hold	8,387	–	–	0.03%	482
2022 Q1	$411K	Sell	8,387 -3,747	-31%	-$181K	0.03%	470
2021 Q4	$628K	Sell	12,134 -748	-6%	-$37.6K	0.04%	435
2021 Q3	$608K	Sell	12,882 -603	-4%	-$29.2K	0.04%	433
2021 Q2	$635K	Buy	+13,485	New	+$629K	0.04%	414

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Concourse Financial Group Securities's DFUS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 1,296 shares — an estimated $85.8K sold.

Concourse Financial Group Securities first reported a position in DFUS in Q2 2021 and held it in 15 quarters. The position peaked at $635K in Q2 2021. 704 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

Concourse Financial Group Securities reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 1,296 Dimensional US Equity ETF shares in Q1 2025, an estimated $85.8K.
Concourse Financial Group Securities first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 15 quarters.
Concourse Financial Group Securities's Dimensional US Equity ETF position peaked at $635K in Q2 2021.
704 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.