First Manhattan’s Dimensional US Equity ETF DFUS Stock Holding History

First Manhattan’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
2023 Q1	–	Sell	-205	Closed	-$8.53K	–	1564
2022 Q4	$8.53K	Hold	205	–	–	﹤0.01%	1285
2022 Q3	$7K	Hold	205	–	–	﹤0.01%	1257
2022 Q2	$8K	Buy	205 +1	+0.5%	+$44	﹤0.01%	1258
2022 Q1	$10K	Sell	204 -1	-0.5%	-$48	﹤0.01%	1272
2021 Q4	$10K	Buy	205 +1	+0.5%	+$50	﹤0.01%	1273
2021 Q3	$9K	Buy	+204	New	+$9.87K	﹤0.01%	1297

Other funds holding DFUS

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

BSW

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

First Manhattan's DFUS Position: Q1 2023 in Review

First Manhattan sold out of Dimensional US Equity ETF (DFUS) in Q1 2023, closing a stake of 205 shares — an estimated $8.53K sold.

First Manhattan first reported a position in DFUS in Q3 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 457 funds tracked by Wall St. Rank hold DFUS as of Q1 2023.

First Manhattan reported no remaining Dimensional US Equity ETF position as of Q1 2023 after selling out during the quarter.
First Manhattan sold 205 Dimensional US Equity ETF shares in Q1 2023, an estimated $8.53K.
First Manhattan first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 6 quarters.
First Manhattan's Dimensional US Equity ETF position peaked at $10K in Q1 2022.
457 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2023.

Based on First Manhattan's 13F filing for Q1 2023, filed 15 May 2023.