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Eaton Vance Management’s Dimensional US Equity ETF DFUS Stock Holding History

Eaton Vance 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
2022
Q2 		– Sell
-6,552
Closed -$321K – 1635
2022
Q1 		$321K Sell
6,552
-88
-1% -$4.25K ﹤0.01% 1618
2021
Q4 		$343K Hold
6,640
– – ﹤0.01% 1410
2021
Q3 		$0 Hold
6,640
– – ﹤0.01% 2173
2021
Q2 		$313K Buy
+6,640
New +$310K ﹤0.01% 1465

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PL
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BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 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 $171B AUM 24.68% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return

Eaton Vance Management's DFUS Position: Q2 2022 in Review

Eaton Vance Management sold out of Dimensional US Equity ETF (DFUS) in Q2 2022, closing a stake of 6,552 shares — an estimated $321K sold.

Eaton Vance Management first reported a position in DFUS in Q2 2021 and held it in 4 quarters. The position peaked at $343K in Q4 2021. 386 funds tracked by Wall St. Rank hold DFUS as of Q2 2022.

  • Eaton Vance Management reported no remaining Dimensional US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Eaton Vance Management sold 6,552 Dimensional US Equity ETF shares in Q2 2022, an estimated $321K.
  • Eaton Vance Management first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 4 quarters.
  • Eaton Vance Management's Dimensional US Equity ETF position peaked at $343K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.