EC
DFUS

EdgeRock Capital’s Dimensional US Equity ETF DFUS Stock Holding History

EdgeRock Capital’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
2024
Q3 		– Sell
-2,154
Closed -$127K – 123
2024
Q2 		$127K Buy
+2,154
New +$122K 0.1% 66
2024
Q1 		– Sell
-2,367
Closed -$127K – 144
2023
Q4 		$127K Buy
+2,367
New +$115K 0.09% 66
2022
Q4 		– Sell
-2,367
Closed -$92K – 135
2022
Q3 		$92K Buy
+2,367
New +$102K 0.05% 79

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EdgeRock Capital's DFUS Position: Q3 2024 in Review

EdgeRock Capital sold out of Dimensional US Equity ETF (DFUS) in Q3 2024, closing a stake of 2,154 shares — an estimated $127K sold.

EdgeRock Capital first reported a position in DFUS in Q3 2022 and held it in 3 quarters. The position peaked at $127K in Q4 2023. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

  • EdgeRock Capital reported no remaining Dimensional US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 2,154 Dimensional US Equity ETF shares in Q3 2024, an estimated $127K.
  • EdgeRock Capital first reported a position in Dimensional US Equity ETF in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's Dimensional US Equity ETF position peaked at $127K in Q4 2023.
  • 610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.