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

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

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

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Corient Private Wealth

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return