SWM
DFUS

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

Sanctuary 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
Q4 		$130K Buy
2,046
+216
+12% +$13.8K 0.09% 57
2024
Q3 		$114K Hold
1,830
– – 0.08% 64
2024
Q2 		$108K Hold
1,830
– – 0.08% 62
2024
Q1 		$104K Sell
1,830
-653
-26% -$35.4K 0.08% 64
2023
Q4 		$129K Buy
2,483
+653
+36% +$31.6K 0.12% 53
2023
Q3 		$85.2K Hold
1,830
– – 0.09% 58
2023
Q2 		$88.1K Buy
+1,830
New +$83.2K 0.09% 56
2022
Q4 		$76.1K Buy
+1,830
New +$76.5K 0.09% 56

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Sanctuary Wealth Management's DFUS Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 12% in Q4 2024, buying an estimated $13.8K and bringing the position to 2,046 shares worth $130K. The position accounts for 0.09% of the portfolio, ranked #57.

Sanctuary Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 8 quarters since. 696 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • Sanctuary Wealth Management held 2,046 shares of Dimensional US Equity ETF worth $130K as of Q4 2024.
  • Sanctuary Wealth Management bought 216 Dimensional US Equity ETF shares in Q4 2024, an estimated $13.8K.
  • Dimensional US Equity ETF made up 0.09% of Sanctuary Wealth Management's portfolio in Q4 2024, its #57 holding.
  • Sanctuary Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 8 quarters since.
  • 696 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.