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Meeder Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Meeder Asset 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
-10
Closed – – 1091
2022
Q3 		$0 Buy
+10
New +$430 ﹤0.01% 2186

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BSW
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Envestnet Asset Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Meeder Asset Management's DFUS Position: Q4 2022 in Review

Meeder Asset Management sold out of Dimensional US Equity ETF (DFUS) in Q4 2022, closing a stake of 10 shares.

Meeder Asset Management first reported a position in DFUS in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

  • Meeder Asset Management reported no remaining Dimensional US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 10 Dimensional US Equity ETF shares in Q4 2022.
  • Meeder Asset Management first reported a position in Dimensional US Equity ETF in Q3 2022 and held it in 1 quarter.
  • Meeder Asset Management's Dimensional US Equity ETF position peaked at $0 in Q3 2022.
  • 439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.