NWAM LLC’s Dimensional US Equity ETF DFUS Stock Holding History

NWAM LLC’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	-8,744	Closed	-$389K	–	541
2023 Q1	$389K	Buy	+8,744	New	+$380K	0.04%	318

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

NWAM LLC's DFUS Position: Q2 2023 in Review

NWAM LLC sold out of Dimensional US Equity ETF (DFUS) in Q2 2023, closing a stake of 8,744 shares — an estimated $389K sold.

NWAM LLC first reported a position in DFUS in Q1 2023 and held it in 1 quarter. The position peaked at $389K in Q1 2023. 470 funds tracked by Wall St. Rank hold DFUS as of Q2 2023.

NWAM LLC reported no remaining Dimensional US Equity ETF position as of Q2 2023 after selling out during the quarter.
NWAM LLC sold 8,744 Dimensional US Equity ETF shares in Q2 2023, an estimated $389K.
NWAM LLC first reported a position in Dimensional US Equity ETF in Q1 2023 and held it in 1 quarter.
NWAM LLC's Dimensional US Equity ETF position peaked at $389K in Q1 2023.
470 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2023.

Based on NWAM LLC's 13F filing for Q2 2023, filed 10 Aug 2023.