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 $2.52B AUM 26.26% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Relaxing Retirement Coach's DFUS Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional US Equity ETF (DFUS) stake by 3.6% in Q2 2023, buying an estimated $2.12M and bringing the position to 1,332,675 shares worth $64.2M. The position accounts for 19.32% of the portfolio, ranked #1.

Relaxing Retirement Coach first reported a position in DFUS in Q2 2021 and has held it in 9 quarters since. 469 funds tracked by Wall St. Rank hold DFUS as of Q2 2023.

Relaxing Retirement Coach held 1,332,675 shares of Dimensional US Equity ETF worth $64.2M as of Q2 2023.
Relaxing Retirement Coach bought 46,557 Dimensional US Equity ETF shares in Q2 2023, an estimated $2.12M.
Dimensional US Equity ETF made up 19.32% of Relaxing Retirement Coach's portfolio in Q2 2023, its #1 holding.
Relaxing Retirement Coach first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 9 quarters since.
469 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.