RWM
DFUS

Revisor Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Revisor Wealth Management’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
Q2 		– Sell
-10,820
Closed -$589K – 167
2024
Q1 		$589K Buy
+10,820
New +$586K 0.27% 99
2023
Q4 		– Sell
-8,115
Closed -$378K – 141
2023
Q3 		$378K Hold
8,115
– – 0.32% 73
2023
Q2 		$391K Hold
8,115
– – 0.35% 68
2023
Q1 		$361K Buy
+8,115
New +$352K 0.33% 75

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Revisor Wealth Management's DFUS Position: Q2 2024 in Review

Revisor Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q2 2024, closing a stake of 10,820 shares — an estimated $589K sold.

Revisor Wealth Management first reported a position in DFUS in Q1 2023 and held it in 4 quarters. The position peaked at $589K in Q1 2024. 592 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • Revisor Wealth Management reported no remaining Dimensional US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Revisor Wealth Management sold 10,820 Dimensional US Equity ETF shares in Q2 2024, an estimated $589K.
  • Revisor Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2023 and held it in 4 quarters.
  • Revisor Wealth Management's Dimensional US Equity ETF position peaked at $589K in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

Based on Revisor Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.