M Holdings Securities’s Dimensional US Equity ETF DFUS Stock Holding History

M Holdings Securities’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
2024 Q1	–	Sell	-40,147	Closed	-$2.08M	–	143
2023 Q4	$2.08M	Buy	40,147 +160	+0.4%	+$7.75K	0.24%	79
2023 Q3	$1.86M	Buy	39,987 +190	+0.5%	+$9.19K	0.25%	73
2023 Q2	$1.92M	Buy	39,797 +619	+2%	+$28.2K	0.4%	35
2023 Q1	$1.74M	Buy	39,178 +422	+1%	+$18.3K	0.18%	96
2022 Q4	$1.61M	Buy	38,756 +1,483	+4%	+$62K	0.17%	110
2022 Q3	$1.45M	Buy	37,273 +295	+0.8%	+$12.7K	0.16%	116
2022 Q2	$1.51M	Hold	36,978	–	–	0.15%	114
2022 Q1	$1.81M	Buy	+36,978	New	+$1.79M	0.14%	115
2021 Q2	$1.74M	Buy	+36,978	New	+$1.72M	0.17%	113

Other funds holding DFUS

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

TWA

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

MRWM

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

M Holdings Securities's DFUS Position: Q1 2024 in Review

M Holdings Securities sold out of Dimensional US Equity ETF (DFUS) in Q1 2024, closing a stake of 40,147 shares — an estimated $2.08M sold.

M Holdings Securities first reported a position in DFUS in Q2 2021 and held it in 9 quarters. The position peaked at $2.08M in Q4 2023. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

M Holdings Securities reported no remaining Dimensional US Equity ETF position as of Q1 2024 after selling out during the quarter.
M Holdings Securities sold 40,147 Dimensional US Equity ETF shares in Q1 2024, an estimated $2.08M.
M Holdings Securities first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 9 quarters.
M Holdings Securities's Dimensional US Equity ETF position peaked at $2.08M in Q4 2023.
567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

Based on M Holdings Securities's 13F filing for Q1 2024, filed 14 May 2024.