Private Portfolio Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Private Portfolio 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 Q4	$340K	Sell	5,334 -231	-4%	-$14.8K	0.06%	221
2024 Q3	$346K	Sell	5,565 -200	-3%	-$12K	0.06%	204
2024 Q2	$339K	Sell	5,765 -547	-9%	-$31.1K	0.28%	61
2024 Q1	$360K	Hold	6,312	–	–	0.08%	189
2023 Q4	$327K	Hold	6,312	–	–	0.08%	189
2023 Q3	$294K	Sell	6,312 -517	-8%	-$25K	0.08%	195
2023 Q2	$329K	Sell	6,829 -225	-3%	-$10.2K	0.08%	183
2023 Q1	$313K	Hold	7,054	–	–	0.08%	182
2022 Q4	$294K	Sell	7,054 -125	-2%	-$5.23K	0.08%	201
2022 Q3	$279K	Sell	7,179 -50	-0.7%	-$2.15K	0.08%	201
2022 Q2	$295K	Hold	7,229	–	–	0.08%	197
2022 Q1	$354K	Hold	7,229	–	–	0.09%	204
2021 Q4	$374K	Hold	7,229	–	–	0.1%	190
2021 Q3	$341K	Sell	7,229 -125	-2%	-$6.05K	0.1%	191
2021 Q2	$347K	Buy	+7,354	New	+$343K	0.1%	186

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

SWA

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Private Portfolio Partners's DFUS Position: Q4 2024 in Review

Private Portfolio Partners reduced its Dimensional US Equity ETF (DFUS) stake by 4.2% in Q4 2024, selling an estimated $14.8K and leaving 5,334 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #221.

Private Portfolio Partners first reported a position in DFUS in Q2 2021 and has held it in 15 quarters since. The position peaked at $374K in Q4 2021. 696 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

Private Portfolio Partners held 5,334 shares of Dimensional US Equity ETF worth $340K as of Q4 2024.
Private Portfolio Partners sold 231 Dimensional US Equity ETF shares in Q4 2024, an estimated $14.8K.
Dimensional US Equity ETF made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #221 holding.
Private Portfolio Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 15 quarters since.
Private Portfolio Partners's Dimensional US Equity ETF position peaked at $374K in Q4 2021.
696 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.