EWM
DFUS

Evercore Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Evercore Wealth 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
2024
Q4 		– Sell
-6,116
Closed -$380K – 426
2024
Q3 		$380K Hold
6,116
– – 0.01% 308
2024
Q2 		$360K Hold
6,116
– – 0.01% 318
2024
Q1 		$348K Hold
6,116
– – 0.01% 320
2023
Q4 		$317K Hold
6,116
– – 0.01% 337
2023
Q3 		$285K Hold
6,116
– – 0.01% 326
2023
Q2 		$295K Hold
6,116
– – 0.01% 333
2023
Q1 		$272K Hold
6,116
– – 0.01% 343
2022
Q4 		$254K Sell
6,116
-683
-10% -$28.6K 0.01% 344
2022
Q3 		$264K Hold
6,799
– – 0.01% 330
2022
Q2 		$277K Hold
6,799
– – 0.01% 328
2022
Q1 		$333K Hold
6,799
– – 0.01% 337
2021
Q4 		$352K Hold
6,799
– – 0.01% 330
2021
Q3 		$321K Buy
+6,799
New +$329K 0.01% 351

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Evercore Wealth Management's DFUS Position: Q4 2024 in Review

Evercore Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q4 2024, closing a stake of 6,116 shares — an estimated $380K sold.

Evercore Wealth Management first reported a position in DFUS in Q3 2021 and held it in 13 quarters. The position peaked at $380K in Q3 2024. 696 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • Evercore Wealth Management reported no remaining Dimensional US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 6,116 Dimensional US Equity ETF shares in Q4 2024, an estimated $380K.
  • Evercore Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 13 quarters.
  • Evercore Wealth Management's Dimensional US Equity ETF position peaked at $380K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.