RJA
DFUS

Raymond James & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Raymond James & Associates’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
Q3 		$8.1M Buy
130,277
+11,884
+10% +$712K ﹤0.01% 1344
2024
Q2 		$6.97M Buy
118,393
+41,041
+53% +$2.33M ﹤0.01% 1367
2024
Q1 		$4.41M Buy
77,352
+20,091
+35% +$1.09M ﹤0.01% 1681
2023
Q4 		$2.97M Buy
57,261
+29,922
+109% +$1.45M ﹤0.01% 1852
2023
Q3 		$1.27M Sell
27,339
-85,391
-76% -$4.13M ﹤0.01% 2301
2023
Q2 		$5.43M Sell
112,730
-3,616
-3% -$164K ﹤0.01% 1421
2023
Q1 		$5.17M Buy
116,346
+88,543
+318% +$3.85M ﹤0.01% 1439
2022
Q4 		$1.16M Buy
27,803
+7,966
+40% +$333K ﹤0.01% 2343
2022
Q3 		$770K Sell
19,837
-360
-2% -$15.5K ﹤0.01% 2556
2022
Q2 		$823K Sell
20,197
-10,632
-34% -$471K ﹤0.01% 2578
2022
Q1 		$1.51M Sell
30,829
-116
-0.4% -$5.61K ﹤0.01% 2322
2021
Q4 		$1.6M Buy
30,945
+43
+0.1% +$2.16K ﹤0.01% 2320
2021
Q3 		$1.46M Buy
30,902
+1,339
+5% +$64.8K ﹤0.01% 2326
2021
Q2 		$1.39M Buy
+29,563
New +$1.38M ﹤0.01% 2362

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.88B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates's DFUS Position: Q3 2024 in Review

Raymond James & Associates increased its Dimensional US Equity ETF (DFUS) stake by 10% in Q3 2024, buying an estimated $712K and bringing the position to 130,277 shares worth $8.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Raymond James & Associates first reported a position in DFUS in Q2 2021 and has held it in 14 quarters since. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

  • Raymond James & Associates held 130,277 shares of Dimensional US Equity ETF worth $8.1M as of Q3 2024.
  • Raymond James & Associates bought 11,884 Dimensional US Equity ETF shares in Q3 2024, an estimated $712K.
  • Dimensional US Equity ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1344 holding.
  • Raymond James & Associates first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 14 quarters since.
  • 610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.