Leo Brokerage’s Dimensional US Equity ETF DFUS Stock Holding History

Leo Brokerage’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 Q2	$712K	Buy	14,777 +49	+0.3%	+$2.23K	0.08%	150
2023 Q1	$654K	Buy	+14,728	New	+$640K	0.1%	152
2022 Q2	$595K	Buy	14,607 +53	+0.4%	+$2.35K	0.16%	81
2022 Q1	$713K	Buy	+14,554	New	+$704K	0.11%	119
2021 Q3	$682K	Buy	14,462 +40	+0.3%	+$1.94K	0.13%	85
2021 Q2	$680K	Buy	+14,422	New	+$672K	0.14%	84

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.96% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SFA

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

Leo Brokerage's DFUS Position: Q2 2023 in Review

Leo Brokerage increased its Dimensional US Equity ETF (DFUS) stake by 0.33% in Q2 2023, buying an estimated $2.23K and bringing the position to 14,777 shares worth $712K. The position accounts for 0.08% of the portfolio, ranked #150.

Leo Brokerage first reported a position in DFUS in Q2 2021 and has held it in 6 quarters since. The position peaked at $713K in Q1 2022. 469 funds tracked by Wall St. Rank hold DFUS as of Q2 2023.

Leo Brokerage held 14,777 shares of Dimensional US Equity ETF worth $712K as of Q2 2023.
Leo Brokerage bought 49 Dimensional US Equity ETF shares in Q2 2023, an estimated $2.23K.
Dimensional US Equity ETF made up 0.08% of Leo Brokerage's portfolio in Q2 2023, its #150 holding.
Leo Brokerage first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 6 quarters since.
Leo Brokerage's Dimensional US Equity ETF position peaked at $713K in Q1 2022.
469 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.