EP
DFUS

Equius Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Equius Partners’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
Q4 		$44.7M Buy
1,075,424
+6,957
+0.7% +$291K 13.82% 4
2022
Q3 		$41.5M Sell
1,068,467
-13,756
-1% -$592K 14.9% 4
2022
Q2 		$44.1M Sell
1,082,223
-5,850
-0.5% -$259K 14.93% 4
2022
Q1 		$53.3M Sell
1,088,073
-4,930
-0.5% -$238K 22.99% 3
2021
Q4 		$56.5M Buy
+1,093,003
New +$54.9M 23.82% 3

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Equius Partners's DFUS Position: Q4 2022 in Review

Equius Partners increased its Dimensional US Equity ETF (DFUS) stake by 0.65% in Q4 2022, buying an estimated $291K and bringing the position to 1,075,424 shares worth $44.7M. The position accounts for 13.82% of the portfolio, ranked #4.

Equius Partners first reported a position in DFUS in Q4 2021 and has held it in 5 quarters since. The position peaked at $56.5M in Q4 2021. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

  • Equius Partners held 1,075,424 shares of Dimensional US Equity ETF worth $44.7M as of Q4 2022.
  • Equius Partners bought 6,957 Dimensional US Equity ETF shares in Q4 2022, an estimated $291K.
  • Dimensional US Equity ETF made up 13.82% of Equius Partners's portfolio in Q4 2022, its #4 holding.
  • Equius Partners first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 5 quarters since.
  • Equius Partners's Dimensional US Equity ETF position peaked at $56.5M in Q4 2021.
  • 439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.