KOMWMG
DFUS

Kerntke Otto McGlone Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2021
Q3 		– Sell
-5,320
Closed -$251K – 60
2021
Q2 		$251K Buy
+5,320
New +$248K 0.1% 116

Other funds holding DFUS

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
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's DFUS Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Dimensional US Equity ETF (DFUS) in Q3 2021, closing a stake of 5,320 shares — an estimated $251K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in DFUS in Q2 2021 and held it in 1 quarter. The position peaked at $251K in Q2 2021. 286 funds tracked by Wall St. Rank hold DFUS as of Q3 2021.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Dimensional US Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 5,320 Dimensional US Equity ETF shares in Q3 2021, an estimated $251K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's Dimensional US Equity ETF position peaked at $251K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.