RJFSA
DFUS

Raymond James Financial Services Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Raymond James Financial Services Advisors’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 		$71M Buy
1,140,820
+68,669
+6% +$4.11M 0.09% 205
2024
Q2 		$63.1M Sell
1,072,151
-892
-0.1% -$50.7K 0.09% 210
2024
Q1 		$61.1M Buy
1,073,043
+918
+0.1% +$49.7K 0.09% 212
2023
Q4 		$55.6M Sell
1,072,125
-59,334
-5% -$2.87M 0.09% 214
2023
Q3 		$52.7M Sell
1,131,459
-16,122
-1% -$780K 0.1% 206
2023
Q2 		$55.3M Sell
1,147,581
-10,344
-0.9% -$471K 0.1% 203
2023
Q1 		$51.4M Sell
1,157,925
-26,238
-2% -$1.14M 0.1% 207
2022
Q4 		$49.3M Buy
1,184,163
+68
+0% +$2.84K 0.1% 208
2022
Q3 		$46M Sell
1,184,095
-12,738
-1% -$548K 0.1% 198
2022
Q2 		$48.8M Buy
1,196,833
+7,652
+0.6% +$339K 0.11% 196
2022
Q1 		$58.3M Buy
1,189,181
+6,127
+0.5% +$296K 0.11% 184
2021
Q4 		$61.2M Buy
1,183,054
+3,608
+0.3% +$181K 0.11% 179
2021
Q3 		$55.6M Buy
1,179,446
+22,433
+2% +$1.09M 0.11% 189
2021
Q2 		$54.5M Buy
+1,157,013
New +$53.9M 0.11% 193

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 Financial Services Advisors's DFUS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Dimensional US Equity ETF (DFUS) stake by 6.4% in Q3 2024, buying an estimated $4.11M and bringing the position to 1,140,820 shares worth $71M. The position accounts for 0.09% of the portfolio, ranked #205.

Raymond James Financial Services Advisors first reported a position in DFUS in Q2 2021 and has held it in 14 quarters since. 611 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

  • Raymond James Financial Services Advisors held 1,140,820 shares of Dimensional US Equity ETF worth $71M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 68,669 Dimensional US Equity ETF shares in Q3 2024, an estimated $4.11M.
  • Dimensional US Equity ETF made up 0.09% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #205 holding.
  • Raymond James Financial Services Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 14 quarters since.
  • 611 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.