RJT
DFUS

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

Raymond James Trust’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 		$488K Buy
7,850
+821
+12% +$49.2K 0.01% 783
2024
Q2 		$414K Hold
7,029
– – 0.01% 816
2024
Q1 		$401K Hold
7,029
– – 0.01% 820
2023
Q4 		$364K Hold
7,029
– – 0.01% 832
2023
Q3 		$327K Sell
7,029
-113
-2% -$5.46K 0.01% 827
2023
Q2 		$344K Buy
7,142
+170
+2% +$7.73K 0.01% 824
2023
Q1 		$310K Hold
6,972
– – 0.01% 855
2022
Q4 		$290K Hold
6,972
– – 0.01% 844
2022
Q3 		$271K Buy
6,972
+2,060
+42% +$88.6K 0.01% 835
2022
Q2 		$200K Hold
4,912
– – 0.01% 1010
2022
Q1 		$241K Hold
4,912
– – 0.01% 995
2021
Q4 		$254K Hold
4,912
– – 0.01% 979
2021
Q3 		$232K Hold
4,912
– – 0.01% 981
2021
Q2 		$231K Buy
+4,912
New +$229K 0.01% 982

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 Trust's DFUS Position: Q3 2024 in Review

Raymond James Trust increased its Dimensional US Equity ETF (DFUS) stake by 12% in Q3 2024, buying an estimated $49.2K and bringing the position to 7,850 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #783.

Raymond James Trust 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 Trust held 7,850 shares of Dimensional US Equity ETF worth $488K as of Q3 2024.
  • Raymond James Trust bought 821 Dimensional US Equity ETF shares in Q3 2024, an estimated $49.2K.
  • Dimensional US Equity ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #783 holding.
  • Raymond James Trust 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 Trust's 13F filing for Q3 2024, filed 12 Nov 2024.