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Money Concepts Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Money Concepts Capital’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
-811
Closed -$33.7K – 1039
2022
Q4 		$33.7K Buy
+811
New +$33.9K ﹤0.01% 1408
2022
Q2 		– Sell
-3
Closed – – 1700
2022
Q1 		$0 Buy
+3
New +$145 ﹤0.01% 2687

Other funds holding DFUS

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 22.9% 1-Year Est. Return
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

Money Concepts Capital's DFUS Position: Q1 2023 in Review

Money Concepts Capital sold out of Dimensional US Equity ETF (DFUS) in Q1 2023, closing a stake of 811 shares — an estimated $33.7K sold.

Money Concepts Capital first reported a position in DFUS in Q1 2022 and held it in 2 quarters. The position peaked at $33.7K in Q4 2022. 457 funds tracked by Wall St. Rank hold DFUS as of Q1 2023.

  • Money Concepts Capital reported no remaining Dimensional US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 811 Dimensional US Equity ETF shares in Q1 2023, an estimated $33.7K.
  • Money Concepts Capital first reported a position in Dimensional US Equity ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Dimensional US Equity ETF position peaked at $33.7K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.