ICM
DFUS

Intrepid Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Intrepid Capital Management’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 		– Sell
-8,385
Closed -$404K – 235
2023
Q2 		$404K Buy
+8,385
New +$381K 0.28% 60

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PL
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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

Intrepid Capital Management's DFUS Position: Q3 2023 in Review

Intrepid Capital Management sold out of Dimensional US Equity ETF (DFUS) in Q3 2023, closing a stake of 8,385 shares — an estimated $404K sold.

Intrepid Capital Management first reported a position in DFUS in Q2 2023 and held it in 1 quarter. The position peaked at $404K in Q2 2023. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

  • Intrepid Capital Management reported no remaining Dimensional US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Intrepid Capital Management sold 8,385 Dimensional US Equity ETF shares in Q3 2023, an estimated $404K.
  • Intrepid Capital Management first reported a position in Dimensional US Equity ETF in Q2 2023 and held it in 1 quarter.
  • Intrepid Capital Management's Dimensional US Equity ETF position peaked at $404K in Q2 2023.
  • 476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Intrepid Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.