PS
DFUS

Portfolio Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Portfolio Solutions’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 		$235K Sell
6,064
-180
-3% -$7.74K 0.03% 50
2022
Q2 		$254K Sell
6,244
-80
-1% -$3.54K 0.03% 50
2022
Q1 		$310K Sell
6,324
-428
-6% -$20.7K 0.04% 42
2021
Q4 		$349K Hold
6,752
– – 0.04% 32
2021
Q3 		$318K Sell
6,752
-460
-6% -$22.3K 0.04% 33
2021
Q2 		$350K Buy
+7,212
New +$336K 0.04% 34

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Portfolio Solutions's DFUS Position: Q3 2022 in Review

Portfolio Solutions reduced its Dimensional US Equity ETF (DFUS) stake by 2.9% in Q3 2022, selling an estimated $7.74K and leaving 6,064 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #50.

Portfolio Solutions first reported a position in DFUS in Q2 2021 and has held it in 6 quarters since. The position peaked at $350K in Q2 2021. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • Portfolio Solutions held 6,064 shares of Dimensional US Equity ETF worth $235K as of Q3 2022.
  • Portfolio Solutions sold 180 Dimensional US Equity ETF shares in Q3 2022, an estimated $7.74K.
  • Dimensional US Equity ETF made up 0.03% of Portfolio Solutions's portfolio in Q3 2022, its #50 holding.
  • Portfolio Solutions first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 6 quarters since.
  • Portfolio Solutions's Dimensional US Equity ETF position peaked at $350K in Q2 2021.
  • 390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.