HTHT
DFUS

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

Hemenway Trust Hemenway 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
2022
Q3 		– Sell
-5,500
Closed -$224K – 131
2022
Q2 		$224K Sell
5,500
-1,000
-15% -$44.3K 0.03% 121
2022
Q1 		$319K Sell
6,500
-900
-12% -$43.5K 0.03% 110
2021
Q4 		$383K Sell
7,400
-4,500
-38% -$226K 0.03% 102
2021
Q3 		$561K Sell
11,900
-6,800
-36% -$329K 0.06% 88
2021
Q2 		$881K Buy
+18,700
New +$872K 0.09% 73

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Hemenway Trust Hemenway Trust's DFUS Position: Q3 2022 in Review

Hemenway Trust Hemenway Trust sold out of Dimensional US Equity ETF (DFUS) in Q3 2022, closing a stake of 5,500 shares — an estimated $224K sold.

Hemenway Trust Hemenway Trust first reported a position in DFUS in Q2 2021 and held it in 5 quarters. The position peaked at $881K in Q2 2021. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • Hemenway Trust Hemenway Trust reported no remaining Dimensional US Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Hemenway Trust Hemenway Trust sold 5,500 Dimensional US Equity ETF shares in Q3 2022, an estimated $224K.
  • Hemenway Trust Hemenway Trust first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 5 quarters.
  • Hemenway Trust Hemenway Trust's Dimensional US Equity ETF position peaked at $881K in Q2 2021.
  • 390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q3 2022, filed 8 Nov 2022.