Gunn & Company Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Gunn & Company Investment 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 Q3	$1.34M	Sell	21,485 -125	-0.6%	-$7.48K	0.92%	32
2024 Q2	$1.27M	Hold	21,610	–	–	0.08%	62
2024 Q1	$1.23M	Hold	21,610	–	–	0.93%	32
2023 Q4	$1.12M	Sell	21,610 -715	-3%	-$34.6K	0.07%	53
2023 Q3	$1.04M	Buy	+22,325	New	+$1.08M	0.91%	33

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gunn & Company Investment Management's DFUS Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.58% in Q3 2024, selling an estimated $7.48K and leaving 21,485 shares worth $1.34M. The position accounts for 0.92% of the portfolio, ranked #32.

Gunn & Company Investment Management first reported a position in DFUS in Q3 2023 and has held it in 5 quarters since. 611 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

Gunn & Company Investment Management held 21,485 shares of Dimensional US Equity ETF worth $1.34M as of Q3 2024.
Gunn & Company Investment Management sold 125 Dimensional US Equity ETF shares in Q3 2024, an estimated $7.48K.
Dimensional US Equity ETF made up 0.92% of Gunn & Company Investment Management's portfolio in Q3 2024, its #32 holding.
Gunn & Company Investment Management first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 5 quarters since.
611 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.