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Hibernia Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Hibernia Wealth Partners’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
Q4 		– Sell
-7,925
Closed -$493K – 75
2024
Q3 		$493K Buy
+7,925
New +$474K 0.15% 63
2024
Q2 		– Sell
-6,232
Closed -$355K – 97
2024
Q1 		$355K Buy
6,232
+1,772
+40% +$95.9K 0.24% 51
2023
Q4 		$231K Buy
+4,460
New +$216K 0.17% 61

Other funds holding DFUS

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Hibernia Wealth Partners's DFUS Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of Dimensional US Equity ETF (DFUS) in Q4 2024, closing a stake of 7,925 shares — an estimated $493K sold.

Hibernia Wealth Partners first reported a position in DFUS in Q4 2023 and held it in 3 quarters. The position peaked at $493K in Q3 2024. 697 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • Hibernia Wealth Partners reported no remaining Dimensional US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Hibernia Wealth Partners sold 7,925 Dimensional US Equity ETF shares in Q4 2024, an estimated $493K.
  • Hibernia Wealth Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and held it in 3 quarters.
  • Hibernia Wealth Partners's Dimensional US Equity ETF position peaked at $493K in Q3 2024.
  • 697 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.