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Jaffetilchin Investment Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-280
Closed -$17.4K – 583
2024
Q3 		$17.4K Buy
+280
New +$16.8K ﹤0.01% 798

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Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Jaffetilchin Investment Partners's DFUS Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Dimensional US Equity ETF (DFUS) in Q4 2024, closing a stake of 280 shares — an estimated $17.4K sold.

Jaffetilchin Investment Partners first reported a position in DFUS in Q3 2024 and held it in 1 quarter. The position peaked at $17.4K in Q3 2024. 697 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Dimensional US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 280 Dimensional US Equity ETF shares in Q4 2024, an estimated $17.4K.
  • Jaffetilchin Investment Partners first reported a position in Dimensional US Equity ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Dimensional US Equity ETF position peaked at $17.4K in Q3 2024.
  • 697 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.