NFG
DFUS

Next Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Next Financial Group’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
2021
Q4 		$11K Buy
202
+55
+37% +$2.76K ﹤0.01% 2138
2021
Q3 		$7K Buy
147
+19
+15% +$919 ﹤0.01% 2135
2021
Q2 		$6K Buy
+128
New +$5.97K ﹤0.01% 2134

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Next Financial Group's DFUS Position: Q4 2021 in Review

Next Financial Group increased its Dimensional US Equity ETF (DFUS) stake by 37% in Q4 2021, buying an estimated $2.76K and bringing the position to 202 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Next Financial Group first reported a position in DFUS in Q2 2021 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold DFUS as of Q4 2021.

  • Next Financial Group held 202 shares of Dimensional US Equity ETF worth $11K as of Q4 2021.
  • Next Financial Group bought 55 Dimensional US Equity ETF shares in Q4 2021, an estimated $2.76K.
  • Dimensional US Equity ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2138 holding.
  • Next Financial Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.