MAWA
DFUS

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

Moss Adams 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
Q2 		– Sell
-1,912
Closed -$85K – 148
2023
Q1 		$85K Buy
+1,912
New +$83K 0.03% 104

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 $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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Moss Adams Wealth Advisors's DFUS Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of Dimensional US Equity ETF (DFUS) in Q2 2023, closing a stake of 1,912 shares — an estimated $85K sold.

Moss Adams Wealth Advisors first reported a position in DFUS in Q1 2023 and held it in 1 quarter. The position peaked at $85K in Q1 2023. 470 funds tracked by Wall St. Rank hold DFUS as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining Dimensional US Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 1,912 Dimensional US Equity ETF shares in Q2 2023, an estimated $85K.
  • Moss Adams Wealth Advisors first reported a position in Dimensional US Equity ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Dimensional US Equity ETF position peaked at $85K in Q1 2023.
  • 470 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.