GT
DFUS

Glenmede Trust’s Dimensional US Equity ETF DFUS Stock Holding History

Glenmede Trust’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
Q3 		– Sell
-1,000
Closed -$44.4K – 1293
2023
Q2 		$44.4K Hold
1,000
– – ﹤0.01% 1203
2023
Q1 		$44.4K Hold
1,000
– – ﹤0.01% 1209
2022
Q4 		$41.6K Hold
1,000
– – ﹤0.01% 1200
2022
Q3 		$38K Hold
1,000
– – ﹤0.01% 1191
2022
Q2 		$40K Sell
1,000
-319
-24% -$14.1K ﹤0.01% 1204
2022
Q1 		$64K Hold
1,319
– – ﹤0.01% 1220
2021
Q4 		$68K Hold
1,319
– – ﹤0.01% 1221
2021
Q3 		$62K Hold
1,319
– – ﹤0.01% 1198
2021
Q2 		$62K Buy
+1,319
New +$61.5K ﹤0.01% 1194

Other funds holding DFUS

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Glenmede Trust's DFUS Position: Q3 2023 in Review

Glenmede Trust sold out of Dimensional US Equity ETF (DFUS) in Q3 2023, closing a stake of 1,000 shares — an estimated $44.4K sold.

Glenmede Trust first reported a position in DFUS in Q2 2021 and held it in 9 quarters. The position peaked at $68K in Q4 2021. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

  • Glenmede Trust reported no remaining Dimensional US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Glenmede Trust sold 1,000 Dimensional US Equity ETF shares in Q3 2023, an estimated $44.4K.
  • Glenmede Trust first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 9 quarters.
  • Glenmede Trust's Dimensional US Equity ETF position peaked at $68K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Glenmede Trust's 13F filing for Q3 2023, filed 14 Nov 2023.