PS
DFUS

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

Portfolio Strategies’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
Q2 		– Sell
-64,006
Closed -$3.65M – 53
2024
Q1 		$3.65M Buy
+64,006
New +$3.47M 0.25% 43

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Portfolio Strategies's DFUS Position: Q2 2024 in Review

Portfolio Strategies sold out of Dimensional US Equity ETF (DFUS) in Q2 2024, closing a stake of 64,006 shares — an estimated $3.65M sold.

Portfolio Strategies first reported a position in DFUS in Q1 2024 and held it in 1 quarter. The position peaked at $3.65M in Q1 2024. 592 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • Portfolio Strategies reported no remaining Dimensional US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 64,006 Dimensional US Equity ETF shares in Q2 2024, an estimated $3.65M.
  • Portfolio Strategies first reported a position in Dimensional US Equity ETF in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's Dimensional US Equity ETF position peaked at $3.65M in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.