Manchester Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Manchester Capital Management’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
2022 Q4	–	Sell	-3,000	Closed	-$116K	–	1006
2022 Q3	$116K	Sell	3,000 -6,000	-67%	-$258K	0.02%	267
2022 Q2	$367K	Sell	9,000 -11,000	-55%	-$487K	0.06%	163
2022 Q1	$980K	Sell	20,000 -2,558	-11%	-$124K	0.14%	90
2021 Q4	$1.17M	Hold	22,558	–	–	0.15%	91
2021 Q3	$1.06M	Sell	22,558 -1	-0%	-$48	0.15%	93
2021 Q2	$1.06M	Buy	+22,559	New	+$1.05M	0.15%	100

Other funds holding DFUS

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 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

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

SFA

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

Manchester Capital Management's DFUS Position: Q4 2022 in Review

Manchester Capital Management sold out of Dimensional US Equity ETF (DFUS) in Q4 2022, closing a stake of 3,000 shares — an estimated $116K sold.

Manchester Capital Management first reported a position in DFUS in Q2 2021 and held it in 6 quarters. The position peaked at $1.17M in Q4 2021. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

Manchester Capital Management reported no remaining Dimensional US Equity ETF position as of Q4 2022 after selling out during the quarter.
Manchester Capital Management sold 3,000 Dimensional US Equity ETF shares in Q4 2022, an estimated $116K.
Manchester Capital Management first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 6 quarters.
Manchester Capital Management's Dimensional US Equity ETF position peaked at $1.17M in Q4 2021.
439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on Manchester Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.