IWP
DFUS

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

Icon 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
2023
Q3 		$158K Hold
3,390
– – 0.02% 317
2023
Q2 		$163K Hold
3,390
– – 0.02% 343
2023
Q1 		$151K Buy
+3,390
New +$147K 0.02% 350

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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Icon Wealth Partners's DFUS Position: Q3 2023 in Review

Icon Wealth Partners held its Dimensional US Equity ETF (DFUS) position steady in Q3 2023 at 3,390 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #317.

Icon Wealth Partners first reported a position in DFUS in Q1 2023 and has held it in 3 quarters since. The position peaked at $163K in Q2 2023. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

  • Icon Wealth Partners held 3,390 shares of Dimensional US Equity ETF worth $158K as of Q3 2023.
  • Icon Wealth Partners left its Dimensional US Equity ETF share count unchanged in Q3 2023.
  • Dimensional US Equity ETF made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #317 holding.
  • Icon Wealth Partners first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's Dimensional US Equity ETF position peaked at $163K in Q2 2023.
  • 476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.