Personal Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Personal Capital Advisors’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 Q4	$1.06M	Hold	25,437	–	–	0.01%	235
2022 Q3	$987K	Sell	25,437 -1,999	-7%	-$86K	0.01%	235
2022 Q2	$1.12M	Sell	27,436 -760	-3%	-$33.7K	0.01%	230
2022 Q1	$1.38M	Hold	28,196	–	–	0.01%	232
2021 Q4	$1.46M	Hold	28,196	–	–	0.01%	243
2021 Q3	$1.33M	Hold	28,196	–	–	0.01%	242
2021 Q2	$1.33M	Buy	+28,196	New	+$1.31M	0.01%	245

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.96% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Personal Capital Advisors's DFUS Position: Q4 2022 in Review

Personal Capital Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q4 2022 at 25,437 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #235.

Personal Capital Advisors first reported a position in DFUS in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2021. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

Personal Capital Advisors held 25,437 shares of Dimensional US Equity ETF worth $1.06M as of Q4 2022.
Personal Capital Advisors left its Dimensional US Equity ETF share count unchanged in Q4 2022.
Dimensional US Equity ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #235 holding.
Personal Capital Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 7 quarters since.
Personal Capital Advisors's Dimensional US Equity ETF position peaked at $1.46M in Q4 2021.
439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.