DHGWA
DFUS

Dixon Hughes Goodman Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$199K Hold
4,069
– – 0.06% 171
2021
Q4 		$210K Buy
+4,069
New +$205K 0.07% 145

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DFUS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2022 at 4,069 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #171.

Dixon Hughes Goodman Wealth Advisors first reported a position in DFUS in Q4 2021 and has held it in 2 quarters since. The position peaked at $210K in Q4 2021. 333 funds tracked by Wall St. Rank hold DFUS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 4,069 shares of Dimensional US Equity ETF worth $199K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2022.
  • Dimensional US Equity ETF made up 0.06% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #171 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Dimensional US Equity ETF position peaked at $210K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.