HB
DFUS

Homrich & Berg’s Dimensional US Equity ETF DFUS Stock Holding History

Homrich & Berg’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 		$233K Buy
4,943
+439
+10% +$21.2K 0.01% 412
2021
Q2 		$212K Buy
+4,504
New +$210K ﹤0.01% 449

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

Homrich & Berg's DFUS Position: Q3 2021 in Review

Homrich & Berg increased its Dimensional US Equity ETF (DFUS) stake by 9.7% in Q3 2021, buying an estimated $21.2K and bringing the position to 4,943 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #412.

Homrich & Berg first reported a position in DFUS in Q2 2021 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold DFUS as of Q3 2021.

  • Homrich & Berg held 4,943 shares of Dimensional US Equity ETF worth $233K as of Q3 2021.
  • Homrich & Berg bought 439 Dimensional US Equity ETF shares in Q3 2021, an estimated $21.2K.
  • Dimensional US Equity ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #412 holding.
  • Homrich & Berg first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.