Quantitative Advantage’s Dimensional US Equity ETF DFUS Stock Holding History

Quantitative Advantage’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
2023 Q1	$972K	Buy	21,885 +1,133	+5%	+$49.2K	0.14%	90
2022 Q4	$863K	Sell	20,752 -1,501	-7%	-$62.8K	0.13%	87
2022 Q3	$864K	Sell	22,253 -355	-2%	-$15.3K	0.15%	81
2022 Q2	$921K	Sell	22,608 -851	-4%	-$37.7K	0.16%	70
2022 Q1	$1.15M	Buy	23,459 +858	+4%	+$41.5K	0.18%	64
2021 Q4	$1.17M	Buy	+22,601	New	+$1.14M	0.18%	57

Other funds holding DFUS

Cerity Partners New York $70.8B AUM 21.68% 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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Quantitative Advantage's DFUS Position: Q1 2023 in Review

Quantitative Advantage increased its Dimensional US Equity ETF (DFUS) stake by 5.5% in Q1 2023, buying an estimated $49.2K and bringing the position to 21,885 shares worth $972K. The position accounts for 0.14% of the portfolio, ranked #90.

Quantitative Advantage first reported a position in DFUS in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2021. 457 funds tracked by Wall St. Rank hold DFUS as of Q1 2023.

Quantitative Advantage held 21,885 shares of Dimensional US Equity ETF worth $972K as of Q1 2023.
Quantitative Advantage bought 1,133 Dimensional US Equity ETF shares in Q1 2023, an estimated $49.2K.
Dimensional US Equity ETF made up 0.14% of Quantitative Advantage's portfolio in Q1 2023, its #90 holding.
Quantitative Advantage first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 6 quarters since.
Quantitative Advantage's Dimensional US Equity ETF position peaked at $1.17M in Q4 2021.
457 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.