CWM
DFUS

Curi Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-10,116
Closed -$524K – 35
2023
Q4 		$524K Buy
10,116
+46
+0.5% +$2.23K 0.07% 85
2023
Q3 		$469K Sell
10,070
-10,754
-52% -$520K 0.07% 90
2023
Q2 		$1M Buy
20,824
+70
+0.3% +$3.18K 0.14% 68
2023
Q1 		$922K Buy
20,754
+64
+0.3% +$2.78K 0.13% 73
2022
Q4 		$861K Buy
20,690
+95
+0.5% +$3.97K 0.12% 94
2022
Q3 		$799K Buy
20,595
+81
+0.4% +$3.48K 0.13% 81
2022
Q2 		$836K Buy
20,514
+9,926
+94% +$440K 0.16% 54
2022
Q1 		$519K Buy
10,588
+24
+0.2% +$1.16K 0.09% 61
2021
Q4 		$546K Buy
10,564
+42
+0.4% +$2.11K 0.09% 65
2021
Q3 		$496K Buy
10,522
+28
+0.3% +$1.35K 0.23% 41
2021
Q2 		$494K Buy
+10,494
New +$489K 0.25% 42

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
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
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Curi Wealth Management's DFUS Position: Q1 2024 in Review

Curi Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q1 2024, closing a stake of 10,116 shares — an estimated $524K sold.

Curi Wealth Management first reported a position in DFUS in Q2 2021 and held it in 11 quarters. The position peaked at $1M in Q2 2023. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

  • Curi Wealth Management reported no remaining Dimensional US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 10,116 Dimensional US Equity ETF shares in Q1 2024, an estimated $524K.
  • Curi Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 11 quarters.
  • Curi Wealth Management's Dimensional US Equity ETF position peaked at $1M in Q2 2023.
  • 567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.