FGAM
DFUS

Financial Gravity Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Financial Gravity Asset 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
Q1 		– Sell
-2,679
Closed -$540K – 1982
2023
Q4 		$540K Hold
2,679
– – 0.01% 445
2023
Q3 		$540K Buy
2,679
+2,538
+1,800% +$123K 0.01% 433
2023
Q2 		$7 Buy
+141
New +$6.41K ﹤0.01% 1560

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
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
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Gravity Asset Management's DFUS Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Dimensional US Equity ETF (DFUS) in Q1 2024, closing a stake of 2,679 shares — an estimated $540K sold.

Financial Gravity Asset Management first reported a position in DFUS in Q2 2023 and held it in 3 quarters. The position peaked at $540K in Q4 2023. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Dimensional US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2,679 Dimensional US Equity ETF shares in Q1 2024, an estimated $540K.
  • Financial Gravity Asset Management first reported a position in Dimensional US Equity ETF in Q2 2023 and held it in 3 quarters.
  • Financial Gravity Asset Management's Dimensional US Equity ETF position peaked at $540K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.