FWM
DFUS

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

FMFE 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
Q2 		$22.1M Buy
375,643
+2,210
+0.6% +$126K 20.54% 3
2024
Q1 		$21.3M Sell
373,433
-5,590
-1% -$303K 19.52% 3
2023
Q4 		$19.6M Buy
+379,023
New +$18.3M 19.35% 3

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $2.31B AUM 26.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMFE Wealth Management's DFUS Position: Q2 2024 in Review

FMFE Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.59% in Q2 2024, buying an estimated $126K and bringing the position to 375,643 shares worth $22.1M. The position accounts for 20.54% of the portfolio, ranked #3.

FMFE Wealth Management first reported a position in DFUS in Q4 2023 and has held it in 3 quarters since. 593 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • FMFE Wealth Management held 375,643 shares of Dimensional US Equity ETF worth $22.1M as of Q2 2024.
  • FMFE Wealth Management bought 2,210 Dimensional US Equity ETF shares in Q2 2024, an estimated $126K.
  • Dimensional US Equity ETF made up 20.54% of FMFE Wealth Management's portfolio in Q2 2024, its #3 holding.
  • FMFE Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • 593 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.