IAA
DFUS

Independent Advisor Alliance’s Dimensional US Equity ETF DFUS Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-81,238
Closed -$4.78M – 722
2024
Q2 		$4.78M Sell
81,238
-15,435
-16% -$878K 0.16% 107
2024
Q1 		$5.51M Buy
96,673
+5,250
+6% +$284K 0.2% 97
2023
Q4 		$4.74M Buy
91,423
+11,678
+15% +$565K 0.17% 104
2023
Q3 		$3.71M Buy
79,745
+44,462
+126% +$2.15M 0.17% 116
2023
Q2 		$1.7M Buy
35,283
+22,511
+176% +$1.02M 0.07% 222
2023
Q1 		$567K Buy
12,772
+1,593
+14% +$69.2K 0.03% 397
2022
Q4 		$465K Buy
+11,179
New +$467K 0.16% 81

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Independent Advisor Alliance's DFUS Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Dimensional US Equity ETF (DFUS) in Q3 2024, closing a stake of 81,238 shares — an estimated $4.78M sold.

Independent Advisor Alliance first reported a position in DFUS in Q4 2022 and held it in 7 quarters. The position peaked at $5.51M in Q1 2024. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Dimensional US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 81,238 Dimensional US Equity ETF shares in Q3 2024, an estimated $4.78M.
  • Independent Advisor Alliance first reported a position in Dimensional US Equity ETF in Q4 2022 and held it in 7 quarters.
  • Independent Advisor Alliance's Dimensional US Equity ETF position peaked at $5.51M in Q1 2024.
  • 610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.