CI
DFUS

CX Institutional’s Dimensional US Equity ETF DFUS Stock Holding History

CX Institutional’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
Q4 		– Sell
-8,349
Closed -$324K – 514
2022
Q3 		$324K Buy
+8,349
New +$359K 0.02% 383

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CX Institutional's DFUS Position: Q4 2022 in Review

CX Institutional sold out of Dimensional US Equity ETF (DFUS) in Q4 2022, closing a stake of 8,349 shares — an estimated $324K sold.

CX Institutional first reported a position in DFUS in Q3 2022 and held it in 1 quarter. The position peaked at $324K in Q3 2022. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

  • CX Institutional reported no remaining Dimensional US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • CX Institutional sold 8,349 Dimensional US Equity ETF shares in Q4 2022, an estimated $324K.
  • CX Institutional first reported a position in Dimensional US Equity ETF in Q3 2022 and held it in 1 quarter.
  • CX Institutional's Dimensional US Equity ETF position peaked at $324K in Q3 2022.
  • 439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.