MIAN
DFUS

Mariner Independent Advisor Network’s Dimensional US Equity ETF DFUS Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$860K Sell
22,165
-2,301
-9% -$98.9K 0.04% 399
2022
Q2 		$1.02M Hold
24,466
– – 0.04% 365
2022
Q1 		$1.2M Buy
+24,466
New +$1.18M 0.05% 334

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
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 $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
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 $2.31B AUM 26.52% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Mariner Independent Advisor Network's DFUS Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Dimensional US Equity ETF (DFUS) stake by 9.4% in Q3 2022, selling an estimated $98.9K and leaving 22,165 shares worth $860K. The position accounts for 0.04% of the portfolio, ranked #399.

Mariner Independent Advisor Network first reported a position in DFUS in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2022. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • Mariner Independent Advisor Network held 22,165 shares of Dimensional US Equity ETF worth $860K as of Q3 2022.
  • Mariner Independent Advisor Network sold 2,301 Dimensional US Equity ETF shares in Q3 2022, an estimated $98.9K.
  • Dimensional US Equity ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #399 holding.
  • Mariner Independent Advisor Network first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's Dimensional US Equity ETF position peaked at $1.2M in Q1 2022.
  • 390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.