Heron Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Heron Financial Group’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 Q2	$424K	Sell	8,809 -50	-0.6%	-$2.27K	0.23%	89
2023 Q1	$394K	Sell	8,859 -450	-5%	-$19.5K	0.22%	94
2022 Q4	$384K	Hold	9,309	–	–	0.26%	76
2022 Q3	$361K	Hold	9,309	–	–	0.22%	87
2022 Q2	$379K	Sell	9,309 -250	-3%	-$11.1K	0.23%	89
2022 Q1	$469K	Hold	9,559	–	–	0.24%	87
2021 Q4	$470K	Hold	9,559	–	–	0.25%	84
2021 Q3	$451K	Sell	9,559 -838	-8%	-$40.5K	0.25%	83
2021 Q2	$490K	Buy	+10,397	New	+$485K	0.28%	80

Other funds holding DFUS

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Heron Financial Group's DFUS Position: Q2 2023 in Review

Heron Financial Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.56% in Q2 2023, selling an estimated $2.27K and leaving 8,809 shares worth $424K. The position accounts for 0.23% of the portfolio, ranked #89.

Heron Financial Group first reported a position in DFUS in Q2 2021 and has held it in 9 quarters since. The position peaked at $490K in Q2 2021. 470 funds tracked by Wall St. Rank hold DFUS as of Q2 2023.

Heron Financial Group held 8,809 shares of Dimensional US Equity ETF worth $424K as of Q2 2023.
Heron Financial Group sold 50 Dimensional US Equity ETF shares in Q2 2023, an estimated $2.27K.
Dimensional US Equity ETF made up 0.23% of Heron Financial Group's portfolio in Q2 2023, its #89 holding.
Heron Financial Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 9 quarters since.
Heron Financial Group's Dimensional US Equity ETF position peaked at $490K in Q2 2021.
470 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.