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Parcion Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Parcion Private Wealth’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
2022
Q3 		– Sell
-18,577
Closed -$794K – 196
2022
Q2 		$794K Sell
18,577
-49
-0.3% -$2.17K 0.08% 137
2022
Q1 		$913K Hold
18,626
– – 0.09% 110
2021
Q4 		$941K Hold
18,626
– – 0.09% 105
2021
Q3 		$912K Buy
+18,626
New +$901K 0.08% 116

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $2.31B AUM 26.52% 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 $171B AUM 24.68% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return

Parcion Private Wealth's DFUS Position: Q3 2022 in Review

Parcion Private Wealth sold out of Dimensional US Equity ETF (DFUS) in Q3 2022, closing a stake of 18,577 shares — an estimated $794K sold.

Parcion Private Wealth first reported a position in DFUS in Q3 2021 and held it in 4 quarters. The position peaked at $941K in Q4 2021. 389 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • Parcion Private Wealth reported no remaining Dimensional US Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Parcion Private Wealth sold 18,577 Dimensional US Equity ETF shares in Q3 2022, an estimated $794K.
  • Parcion Private Wealth first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 4 quarters.
  • Parcion Private Wealth's Dimensional US Equity ETF position peaked at $941K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Parcion Private Wealth's 13F filing for Q3 2022, filed 14 Oct 2022.