Pegasus Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Pegasus Partners’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
2024 Q3	$929K	Hold	14,936	–	–	0.09%	65
2024 Q2	$879K	Hold	14,936	–	–	0.09%	65
2024 Q1	$851K	Hold	14,936	–	–	0.09%	69
2023 Q4	$774K	Hold	14,936	–	–	0.09%	71
2023 Q3	$695K	Hold	14,936	–	–	0.1%	72
2023 Q2	$719K	Hold	14,936	–	–	0.11%	72
2023 Q1	$664K	Hold	14,936	–	–	0.11%	73
2022 Q4	$621K	Hold	14,936	–	–	0.1%	72
2022 Q3	$580K	Hold	14,936	–	–	0.12%	77
2022 Q2	$609K	Hold	14,936	–	–	0.13%	76
2022 Q1	$732K	Hold	14,936	–	–	0.13%	71
2021 Q4	$772K	Hold	14,936	–	–	0.14%	69
2021 Q3	$704K	Hold	14,936	–	–	0.13%	75
2021 Q2	$704K	Buy	+14,936	New	+$696K	0.14%	86

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pegasus Partners's DFUS Position: Q3 2024 in Review

Pegasus Partners held its Dimensional US Equity ETF (DFUS) position steady in Q3 2024 at 14,936 shares worth $929K. The position accounts for 0.09% of the portfolio, ranked #65.

Pegasus Partners first reported a position in DFUS in Q2 2021 and has held it in 14 quarters since. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

Pegasus Partners held 14,936 shares of Dimensional US Equity ETF worth $929K as of Q3 2024.
Pegasus Partners left its Dimensional US Equity ETF share count unchanged in Q3 2024.
Dimensional US Equity ETF made up 0.09% of Pegasus Partners's portfolio in Q3 2024, its #65 holding.
Pegasus Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 14 quarters since.
610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on Pegasus Partners's 13F filing for Q3 2024, filed 1 Nov 2024.