Level Four Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

Level Four Advisory Services’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	-41,400	Closed	-$1.95M	–	505
2021 Q2	$1.95M	Buy	+41,400	New	+$1.93M	0.13%	174

Other funds holding DFUS

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BSW

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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

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Level Four Advisory Services's DFUS Position: Q3 2021 in Review

Level Four Advisory Services sold out of Dimensional US Equity ETF (DFUS) in Q3 2021, closing a stake of 41,400 shares — an estimated $1.95M sold.

Level Four Advisory Services first reported a position in DFUS in Q2 2021 and held it in 1 quarter. The position peaked at $1.95M in Q2 2021. 286 funds tracked by Wall St. Rank hold DFUS as of Q3 2021.

Level Four Advisory Services reported no remaining Dimensional US Equity ETF position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 41,400 Dimensional US Equity ETF shares in Q3 2021, an estimated $1.95M.
Level Four Advisory Services first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 1 quarter.
Level Four Advisory Services's Dimensional US Equity ETF position peaked at $1.95M in Q2 2021.
286 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.