OCM
DFUS

Oakwood Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Oakwood Capital Management’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
Q2 		$5.56M Buy
+117,988
New +$5.5M 1.43% 33

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BSW
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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
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Oakwood Capital Management's DFUS Position: Q2 2021 in Review

Oakwood Capital Management opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2021: 117,988 shares worth $5.56M. The stake represents 1.43% of the portfolio and ranks #33 among its holdings.

262 funds tracked by Wall St. Rank hold DFUS as of Q2 2021.

  • Oakwood Capital Management held 117,988 shares of Dimensional US Equity ETF worth $5.56M as of Q2 2021.
  • Dimensional US Equity ETF was a new Oakwood Capital Management position in Q2 2021.
  • Dimensional US Equity ETF made up 1.43% of Oakwood Capital Management's portfolio in Q2 2021, its #33 holding.
  • 262 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2021.

Based on Oakwood Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.