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InterOcean Capital Group’s Dimensional US Equity ETF DFUS Stock Holding History

InterOcean Capital Group’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
Q1 		– Sell
-46,609
Closed -$1.94M – 431
2022
Q4 		$1.94M Buy
46,609
+5
+0% +$209 0.07% 128
2022
Q3 		$1.81M Buy
46,604
+4
+0% +$172 0.07% 121
2022
Q2 		$1.9M Buy
+46,600
New +$2.06M 0.08% 117

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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
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 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $2.31B AUM 26.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

InterOcean Capital Group's DFUS Position: Q1 2023 in Review

InterOcean Capital Group sold out of Dimensional US Equity ETF (DFUS) in Q1 2023, closing a stake of 46,609 shares — an estimated $1.94M sold.

InterOcean Capital Group first reported a position in DFUS in Q2 2022 and held it in 3 quarters. The position peaked at $1.94M in Q4 2022. 457 funds tracked by Wall St. Rank hold DFUS as of Q1 2023.

  • InterOcean Capital Group reported no remaining Dimensional US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 46,609 Dimensional US Equity ETF shares in Q1 2023, an estimated $1.94M.
  • InterOcean Capital Group first reported a position in Dimensional US Equity ETF in Q2 2022 and held it in 3 quarters.
  • InterOcean Capital Group's Dimensional US Equity ETF position peaked at $1.94M in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2023.

Based on InterOcean Capital Group's 13F filing for Q1 2023, filed 15 May 2023.