DI
DFUS

DFPG Investments’s Dimensional US Equity ETF DFUS Stock Holding History

DFPG Investments’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
2023
Q4 		$862K Sell
16,918
-1,589
-9% -$76.9K 0.07% 261
2023
Q3 		$869K Sell
18,507
-1,025
-5% -$49.6K 0.08% 225
2023
Q2 		$968K Sell
19,532
-1,199
-6% -$54.5K 0.09% 226
2023
Q1 		$921K Buy
+20,731
New +$900K 0.1% 211

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
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
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 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

DFPG Investments's DFUS Position: Q4 2023 in Review

DFPG Investments reduced its Dimensional US Equity ETF (DFUS) stake by 8.6% in Q4 2023, selling an estimated $76.9K and leaving 16,918 shares worth $862K. The position accounts for 0.07% of the portfolio, ranked #261.

DFPG Investments first reported a position in DFUS in Q1 2023 and has held it in 4 quarters since. The position peaked at $968K in Q2 2023. 547 funds tracked by Wall St. Rank hold DFUS as of Q4 2023.

  • DFPG Investments held 16,918 shares of Dimensional US Equity ETF worth $862K as of Q4 2023.
  • DFPG Investments sold 1,589 Dimensional US Equity ETF shares in Q4 2023, an estimated $76.9K.
  • Dimensional US Equity ETF made up 0.07% of DFPG Investments's portfolio in Q4 2023, its #261 holding.
  • DFPG Investments first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 4 quarters since.
  • DFPG Investments's Dimensional US Equity ETF position peaked at $968K in Q2 2023.
  • 547 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.