MFGP
DFUS

Marshall Financial Group (Pennsylvania)’s Dimensional US Equity ETF DFUS Stock Holding History

Marshall Financial Group (Pennsylvania)’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
Q3 		– Sell
-7,239
Closed -$426K – 55
2024
Q2 		$426K Buy
+7,239
New +$412K 0.14% 44

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s DFUS Position: Q3 2024 in Review

Marshall Financial Group (Pennsylvania) sold out of Dimensional US Equity ETF (DFUS) in Q3 2024, closing a stake of 7,239 shares — an estimated $426K sold.

Marshall Financial Group (Pennsylvania) first reported a position in DFUS in Q2 2024 and held it in 1 quarter. The position peaked at $426K in Q2 2024. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

  • Marshall Financial Group (Pennsylvania) reported no remaining Dimensional US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 7,239 Dimensional US Equity ETF shares in Q3 2024, an estimated $426K.
  • Marshall Financial Group (Pennsylvania) first reported a position in Dimensional US Equity ETF in Q2 2024 and held it in 1 quarter.
  • Marshall Financial Group (Pennsylvania)'s Dimensional US Equity ETF position peaked at $426K in Q2 2024.
  • 610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2024, filed 4 Nov 2024.