CFB
DFUS

Cullen/Frost Bankers’s Dimensional US Equity ETF DFUS Stock Holding History

Cullen/Frost Bankers’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
2024
Q2 		– Sell
-2,629
Closed -$150K – 1251
2024
Q1 		$150K Buy
+2,629
New +$142K ﹤0.01% 526

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Cullen/Frost Bankers's DFUS Position: Q2 2024 in Review

Cullen/Frost Bankers sold out of Dimensional US Equity ETF (DFUS) in Q2 2024, closing a stake of 2,629 shares — an estimated $150K sold.

Cullen/Frost Bankers first reported a position in DFUS in Q1 2024 and held it in 1 quarter. The position peaked at $150K in Q1 2024. 592 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • Cullen/Frost Bankers reported no remaining Dimensional US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Cullen/Frost Bankers sold 2,629 Dimensional US Equity ETF shares in Q2 2024, an estimated $150K.
  • Cullen/Frost Bankers first reported a position in Dimensional US Equity ETF in Q1 2024 and held it in 1 quarter.
  • Cullen/Frost Bankers's Dimensional US Equity ETF position peaked at $150K in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

Based on Cullen/Frost Bankers's 13F filing for Q2 2024, filed 5 Aug 2024.