FAIM
DFUS

Financial Advocates Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-5,094
Closed -$207K – 768
2022
Q2 		$207K Buy
+5,094
New +$226K 0.02% 615
2021
Q4 		– Sell
-4,573
Closed -$216K – 775
2021
Q3 		$216K Buy
4,573
+12
+0.3% +$581 0.01% 685
2021
Q2 		$215K Buy
+4,561
New +$213K 0.01% 689

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 $424B AUM 22.96% 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 $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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Financial Advocates Investment Management's DFUS Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Dimensional US Equity ETF (DFUS) in Q3 2022, closing a stake of 5,094 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in DFUS in Q2 2021 and held it in 3 quarters. The position peaked at $216K in Q3 2021. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining Dimensional US Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,094 Dimensional US Equity ETF shares in Q3 2022, an estimated $207K.
  • Financial Advocates Investment Management first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 3 quarters.
  • Financial Advocates Investment Management's Dimensional US Equity ETF position peaked at $216K in Q3 2021.
  • 390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.