OAM
DFUS

Occidental Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Occidental Asset 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
2023
Q3 		– Sell
-5,725
Closed -$276K – 210
2023
Q2 		$276K Hold
5,725
– – 0.06% 183
2023
Q1 		$254K Hold
5,725
– – 0.06% 173
2022
Q4 		$238K Hold
5,725
– – 0.07% 175
2022
Q3 		$222K Hold
5,725
– – 0.07% 164
2022
Q2 		$233K Buy
+5,725
New +$254K 0.07% 163

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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Occidental Asset Management's DFUS Position: Q3 2023 in Review

Occidental Asset Management sold out of Dimensional US Equity ETF (DFUS) in Q3 2023, closing a stake of 5,725 shares — an estimated $276K sold.

Occidental Asset Management first reported a position in DFUS in Q2 2022 and held it in 5 quarters. The position peaked at $276K in Q2 2023. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

  • Occidental Asset Management reported no remaining Dimensional US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Occidental Asset Management sold 5,725 Dimensional US Equity ETF shares in Q3 2023, an estimated $276K.
  • Occidental Asset Management first reported a position in Dimensional US Equity ETF in Q2 2022 and held it in 5 quarters.
  • Occidental Asset Management's Dimensional US Equity ETF position peaked at $276K in Q2 2023.
  • 476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Occidental Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.