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

Raleigh 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
2025 Q1	–	Sell	-3,513	Closed	-$224K	–	681
2024 Q4	$224K	Hold	3,513	–	–	0.09%	185
2024 Q3	$218K	Hold	3,513	–	–	0.08%	195
2024 Q2	$207K	Hold	3,513	–	–	0.09%	188
2024 Q1	$200K	Hold	3,513	–	–	0.09%	196
2023 Q4	$182K	Hold	3,513	–	–	0.08%	190
2023 Q3	$164K	Hold	3,513	–	–	0.08%	187
2023 Q2	$169K	Hold	3,513	–	–	0.08%	193
2023 Q1	$156K	Buy	3,513 +11	+0.3%	+$478	0.08%	194
2022 Q4	$146K	Buy	3,502 +17	+0.5%	+$711	0.08%	195
2022 Q3	$135K	Buy	3,485 +13	+0.4%	+$559	0.08%	197
2022 Q2	$141K	Buy	3,472 +13	+0.4%	+$576	0.08%	205
2022 Q1	$170K	Buy	+3,459	New	+$167K	0.09%	190

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

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

Raleigh Capital Management's DFUS Position: Q1 2025 in Review

Raleigh Capital Management sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 3,513 shares — an estimated $224K sold.

Raleigh Capital Management first reported a position in DFUS in Q1 2022 and held it in 12 quarters. The position peaked at $224K in Q4 2024. 703 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

Raleigh Capital Management reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 3,513 Dimensional US Equity ETF shares in Q1 2025, an estimated $224K.
Raleigh Capital Management first reported a position in Dimensional US Equity ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's Dimensional US Equity ETF position peaked at $224K in Q4 2024.
703 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.