First Command Bank’s Dimensional US Equity ETF DFUS Stock Holding History

First Command Bank’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 Q1	–	Sell	-2,051	Closed	-$97K	–	441
2021 Q4	$97K	Hold	2,051	–	–	0.02%	194
2021 Q3	$97K	Sell	2,051 -250	-11%	-$12.1K	0.02%	194
2021 Q2	$108K	Buy	+2,301	New	+$107K	0.01%	192

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

First Command Bank's DFUS Position: Q1 2022 in Review

First Command Bank sold out of Dimensional US Equity ETF (DFUS) in Q1 2022, closing a stake of 2,051 shares — an estimated $97K sold.

First Command Bank first reported a position in DFUS in Q2 2021 and held it in 3 quarters. The position peaked at $108K in Q2 2021. 333 funds tracked by Wall St. Rank hold DFUS as of Q1 2022.

First Command Bank reported no remaining Dimensional US Equity ETF position as of Q1 2022 after selling out during the quarter.
First Command Bank sold 2,051 Dimensional US Equity ETF shares in Q1 2022, an estimated $97K.
First Command Bank first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 3 quarters.
First Command Bank's Dimensional US Equity ETF position peaked at $108K in Q2 2021.
333 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2022.

Based on First Command Bank's 13F filing for Q1 2022, filed 14 Apr 2022.