Rain Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Rain Capital Management’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	$3.02M	Hold	52,788	–	–	2.13%	12
2024 Q1	$3.01M	Sell	52,788 -11,979	-18%	-$649K	2.02%	12
2023 Q4	$3.36M	Buy	64,767 +177	+0.3%	+$8.57K	2.37%	9
2023 Q3	$3.01M	Buy	64,590 +176	+0.3%	+$8.51K	2.93%	10
2023 Q2	$3.1M	Buy	64,414 +155	+0.2%	+$7.05K	2.42%	10
2023 Q1	$2.86M	Sell	64,259 -571	-0.9%	-$24.8K	1.96%	14
2022 Q4	$2.7M	Sell	64,830 -198	-0.3%	-$8.28K	2.02%	12
2022 Q3	$2.52M	Buy	+65,028	New	+$2.8M	1.97%	12

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 $2.52B AUM 26.26% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $2.31B AUM 26.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWWM

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

Rain Capital Management's DFUS Position: Q2 2024 in Review

Rain Capital Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2024 at 52,788 shares worth $3.02M. The position accounts for 2.13% of the portfolio, ranked #12.

Rain Capital Management first reported a position in DFUS in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.36M in Q4 2023. 593 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

Rain Capital Management held 52,788 shares of Dimensional US Equity ETF worth $3.02M as of Q2 2024.
Rain Capital Management left its Dimensional US Equity ETF share count unchanged in Q2 2024.
Dimensional US Equity ETF made up 2.13% of Rain Capital Management's portfolio in Q2 2024, its #12 holding.
Rain Capital Management first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 8 quarters since.
Rain Capital Management's Dimensional US Equity ETF position peaked at $3.36M in Q4 2023.
593 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

Based on Rain Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.