HA
DFUS

Harfst & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Harfst & Associates’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
2021
Q3 		– Sell
-16,769
Closed -$790K – 129
2021
Q2 		$790K Buy
+16,769
New +$782K 0.23% 79

Other funds holding DFUS

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 $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Harfst & Associates's DFUS Position: Q3 2021 in Review

Harfst & Associates sold out of Dimensional US Equity ETF (DFUS) in Q3 2021, closing a stake of 16,769 shares — an estimated $790K sold.

Harfst & Associates first reported a position in DFUS in Q2 2021 and held it in 1 quarter. The position peaked at $790K in Q2 2021. 286 funds tracked by Wall St. Rank hold DFUS as of Q3 2021.

  • Harfst & Associates reported no remaining Dimensional US Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Harfst & Associates sold 16,769 Dimensional US Equity ETF shares in Q3 2021, an estimated $790K.
  • Harfst & Associates first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 1 quarter.
  • Harfst & Associates's Dimensional US Equity ETF position peaked at $790K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2021.

Based on Harfst & Associates's 13F filing for Q3 2021, filed 28 Oct 2021.