Dowling & Yahnke’s Dimensional US Equity ETF DFUS Stock Holding History

Dowling & Yahnke’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 Q3	$48.4M	Buy	1,245,917 +14,019	+1%	+$603K	2.25%	10
2022 Q2	$50.2M	Buy	1,231,898 +144,680	+13%	+$6.41M	2.36%	7
2022 Q1	$53.3M	Sell	1,087,218 -13,523	-1%	-$654K	2.32%	7
2021 Q4	$56.9M	Sell	1,100,741 -33,337	-3%	-$1.68M	2.74%	3
2021 Q3	$53.5M	Sell	1,134,078 -9,738	-0.9%	-$471K	2.96%	3
2021 Q2	$53.9M	Buy	+1,143,816	New	+$53.3M	3.1%	3

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $2.31B AUM 26.52% 1-Year Est. Return

SFA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

GCM

G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return

Dowling & Yahnke's DFUS Position: Q3 2022 in Review

Dowling & Yahnke increased its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q3 2022, buying an estimated $603K and bringing the position to 1,245,917 shares worth $48.4M. The position accounts for 2.25% of the portfolio, ranked #10.

Dowling & Yahnke first reported a position in DFUS in Q2 2021 and has held it in 6 quarters since. The position peaked at $56.9M in Q4 2021. 389 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

Dowling & Yahnke held 1,245,917 shares of Dimensional US Equity ETF worth $48.4M as of Q3 2022.
Dowling & Yahnke bought 14,019 Dimensional US Equity ETF shares in Q3 2022, an estimated $603K.
Dimensional US Equity ETF made up 2.25% of Dowling & Yahnke's portfolio in Q3 2022, its #10 holding.
Dowling & Yahnke first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 6 quarters since.
Dowling & Yahnke's Dimensional US Equity ETF position peaked at $56.9M in Q4 2021.
389 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.