MAS
DFUS

Managed Account Services’s Dimensional US Equity ETF DFUS Stock Holding History

Managed Account 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 		$6.99M Sell
148,115
-2,208
-1% -$107K 1.84% 15
2021
Q2 		$7.08M Buy
+150,323
New +$7.01M 1.69% 18

Other funds holding DFUS

PL
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
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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Creative Planning
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
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

Managed Account Services's DFUS Position: Q3 2021 in Review

Managed Account Services reduced its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q3 2021, selling an estimated $107K and leaving 148,115 shares worth $6.99M. The position accounts for 1.84% of the portfolio, ranked #15.

Managed Account Services first reported a position in DFUS in Q2 2021 and has held it in 2 quarters since. The position peaked at $7.08M in Q2 2021. 286 funds tracked by Wall St. Rank hold DFUS as of Q3 2021.

  • Managed Account Services held 148,115 shares of Dimensional US Equity ETF worth $6.99M as of Q3 2021.
  • Managed Account Services sold 2,208 Dimensional US Equity ETF shares in Q3 2021, an estimated $107K.
  • Dimensional US Equity ETF made up 1.84% of Managed Account Services's portfolio in Q3 2021, its #15 holding.
  • Managed Account Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 2 quarters since.
  • Managed Account Services's Dimensional US Equity ETF position peaked at $7.08M in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.