IWA
DFUS

Icon Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Icon Wealth Advisors’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
Q2 		– Sell
-3,390
Closed -$193K – 452
2024
Q1 		$193K Hold
3,390
– – 0.02% 346
2023
Q4 		$176K Buy
+3,390
New +$164K 0.02% 338
2022
Q4 		– Sell
-3,390
Closed -$132K – 351
2022
Q3 		$132K Buy
+3,390
New +$146K 0.02% 354

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Icon Wealth Advisors's DFUS Position: Q2 2024 in Review

Icon Wealth Advisors sold out of Dimensional US Equity ETF (DFUS) in Q2 2024, closing a stake of 3,390 shares — an estimated $193K sold.

Icon Wealth Advisors first reported a position in DFUS in Q3 2022 and held it in 3 quarters. The position peaked at $193K in Q1 2024. 592 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • Icon Wealth Advisors reported no remaining Dimensional US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,390 Dimensional US Equity ETF shares in Q2 2024, an estimated $193K.
  • Icon Wealth Advisors first reported a position in Dimensional US Equity ETF in Q3 2022 and held it in 3 quarters.
  • Icon Wealth Advisors's Dimensional US Equity ETF position peaked at $193K in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.