PMG
DFUS

ProVise Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

ProVise Management Group’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 		– Sell
-117,015
Closed -$7.28M – 267
2024
Q3 		$7.28M Hold
117,015
– – 0.58% 49
2024
Q2 		$6.89M Sell
117,015
-7,434
-6% -$423K 0.59% 50
2024
Q1 		$7.09M Sell
124,449
-240
-0.2% -$13K 0.61% 51
2023
Q4 		$6.46M Sell
124,689
-1,017
-0.8% -$49.2K 0.55% 54
2023
Q3 		$5.85M Hold
125,706
– – 0.54% 52
2023
Q2 		$6.05M Sell
125,706
-443
-0.4% -$20.2K 0.55% 51
2023
Q1 		$5.6M Sell
126,149
-228
-0.2% -$9.9K 0.54% 57
2022
Q4 		$5.26M Sell
126,377
-291
-0.2% -$12.2K 0.53% 58
2022
Q3 		$4.92M Buy
126,668
+1
+0% +$43 0.55% 53
2022
Q2 		$5.16M Buy
126,667
+1
+0% +$44 0.55% 55
2022
Q1 		$6.21M Sell
126,666
-16,863
-12% -$815K 0.59% 50
2021
Q4 		$7.42M Buy
143,529
+6,624
+5% +$333K 0.67% 44
2021
Q3 		$6.46M Buy
+136,905
New +$6.62M 0.64% 50

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

ProVise Management Group's DFUS Position: Q4 2024 in Review

ProVise Management Group sold out of Dimensional US Equity ETF (DFUS) in Q4 2024, closing a stake of 117,015 shares — an estimated $7.28M sold.

ProVise Management Group first reported a position in DFUS in Q3 2021 and held it in 13 quarters. The position peaked at $7.42M in Q4 2021. 696 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • ProVise Management Group reported no remaining Dimensional US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • ProVise Management Group sold 117,015 Dimensional US Equity ETF shares in Q4 2024, an estimated $7.28M.
  • ProVise Management Group first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 13 quarters.
  • ProVise Management Group's Dimensional US Equity ETF position peaked at $7.42M in Q4 2021.
  • 696 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on ProVise Management Group's 13F filing for Q4 2024, filed 11 Feb 2025.