CL
DFUS

CPWM LLC’s Dimensional US Equity ETF DFUS Stock Holding History

CPWM LLC’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
2022
Q3 		$14.6M Buy
377,172
+198,246
+111% +$8.52M 1.38% 13
2022
Q2 		$7.29M Sell
178,926
-185,802
-51% -$8.23M 0.65% 30
2022
Q1 		$17.9M Sell
364,728
-11,240
-3% -$543K 1.28% 14
2021
Q4 		$17.7M Hold
375,968
– – 1.4% 14
2021
Q3 		$17.7M Sell
375,968
-29,287
-7% -$1.42M 1.63% 12
2021
Q2 		$19.1M Buy
+405,255
New +$18.9M 1.43% 13

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return

CPWM LLC's DFUS Position: Q3 2022 in Review

CPWM LLC increased its Dimensional US Equity ETF (DFUS) stake by 111% in Q3 2022, buying an estimated $8.52M and bringing the position to 377,172 shares worth $14.6M. The position accounts for 1.38% of the portfolio, ranked #13.

CPWM LLC first reported a position in DFUS in Q2 2021 and has held it in 6 quarters since. The position peaked at $19.1M in Q2 2021. 389 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • CPWM LLC held 377,172 shares of Dimensional US Equity ETF worth $14.6M as of Q3 2022.
  • CPWM LLC bought 198,246 Dimensional US Equity ETF shares in Q3 2022, an estimated $8.52M.
  • Dimensional US Equity ETF made up 1.38% of CPWM LLC's portfolio in Q3 2022, its #13 holding.
  • CPWM LLC first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 6 quarters since.
  • CPWM LLC's Dimensional US Equity ETF position peaked at $19.1M in Q2 2021.
  • 389 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.