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BFC Planning, Inc.’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

BFC Planning, Inc.’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Sell
44,656
-257
-0.6% -$16.3K 0.12% 178
2026
Q1 		$2.62M Buy
44,913
+284
+0.6% +$16.8K 0.12% 173
2025
Q4 		$2.53M Buy
+44,629
New +$2.51M 0.11% 176

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
Austin Wealth Management
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Marshall Investment Management
Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFC Planning, Inc.'s MFUS Position: Q2 2026 in Review

BFC Planning, Inc. reduced its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 0.57% in Q2 2026, selling an estimated $16.3K and leaving 44,656 shares worth $3M. The position accounts for 0.12% of the portfolio, ranked #178.

BFC Planning, Inc. first reported a position in MFUS in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold MFUS as of Q2 2026.

  • BFC Planning, Inc. held 44,656 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $3M as of Q2 2026.
  • BFC Planning, Inc. sold 257 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2026, an estimated $16.3K.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #178 holding.
  • BFC Planning, Inc. first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.