RRC
DFUS

Relaxing Retirement Coach’s Dimensional US Equity ETF DFUS Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$64.2M Buy
1,332,675
+46,557
+4% +$2.12M 19.32% 1
2023
Q1 		$57.1M Buy
1,286,118
+66,426
+5% +$2.88M 19.04% 1
2022
Q4 		$50.8M Buy
1,219,692
+93,823
+8% +$3.92M 18.8% 1
2022
Q3 		$43.7M Buy
1,125,869
+129,645
+13% +$5.57M 20.65% 1
2022
Q2 		$40.6M Buy
996,224
+201,622
+25% +$8.93M 20.47% 1
2022
Q1 		$39M Buy
794,602
+161,410
+25% +$7.8M 19.98% 1
2021
Q4 		$32.7M Buy
633,192
+309,151
+95% +$15.5M 18.82% 1
2021
Q3 		$15.3M Buy
324,041
+69,788
+27% +$3.38M 12.53% 1
2021
Q2 		$12M Buy
+254,253
New +$11.9M 10.19% 1

Other funds holding DFUS

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return