Laurel Wealth Advisors (California)’s Dimensional US Equity ETF DFUS Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$375K	Sell	9,004 -1,504	-14%	-$62.9K	0.04%	432
2022 Q3	$408K	Buy	10,508 +22	+0.2%	+$946	0.04%	390
2022 Q2	$427K	Buy	10,486 +21	+0.2%	+$931	0.04%	396
2022 Q1	$513K	Sell	10,465 -320	-3%	-$15.5K	0.04%	400
2021 Q4	$558K	Buy	10,785 +5,632	+109%	+$283K	0.04%	412
2021 Q3	$243K	Hold	5,153	–	–	0.04%	391
2021 Q2	$243K	Buy	+5,153	New	+$240K	0.03%	452

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DFUS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Dimensional US Equity ETF (DFUS) stake by 14% in Q4 2022, selling an estimated $62.9K and leaving 9,004 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #432.

Laurel Wealth Advisors (California) first reported a position in DFUS in Q2 2021 and has held it in 7 quarters since. The position peaked at $558K in Q4 2021. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

Laurel Wealth Advisors (California) held 9,004 shares of Dimensional US Equity ETF worth $375K as of Q4 2022.
Laurel Wealth Advisors (California) sold 1,504 Dimensional US Equity ETF shares in Q4 2022, an estimated $62.9K.
Dimensional US Equity ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #432 holding.
Laurel Wealth Advisors (California) first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 7 quarters since.
Laurel Wealth Advisors (California)'s Dimensional US Equity ETF position peaked at $558K in Q4 2021.
439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.