MWA
DFUS

Mills Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Mills Wealth Advisors’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
2023
Q1 		– Sell
-73,425
Closed -$3.06M – 49
2022
Q4 		$3.06M Buy
+73,425
New +$3.07M 2.76% 8

Other funds holding DFUS

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mills Wealth Advisors's DFUS Position: Q1 2023 in Review

Mills Wealth Advisors sold out of Dimensional US Equity ETF (DFUS) in Q1 2023, closing a stake of 73,425 shares — an estimated $3.06M sold.

Mills Wealth Advisors first reported a position in DFUS in Q4 2022 and held it in 1 quarter. The position peaked at $3.06M in Q4 2022. 457 funds tracked by Wall St. Rank hold DFUS as of Q1 2023.

  • Mills Wealth Advisors reported no remaining Dimensional US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Mills Wealth Advisors sold 73,425 Dimensional US Equity ETF shares in Q1 2023, an estimated $3.06M.
  • Mills Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and held it in 1 quarter.
  • Mills Wealth Advisors's Dimensional US Equity ETF position peaked at $3.06M in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2023.

Based on Mills Wealth Advisors's 13F filing for Q1 2023, filed 3 Jul 2024.