SF
DFUS

SBK Financial’s Dimensional US Equity ETF DFUS Stock Holding History

SBK Financial’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
2022
Q4 		$461K Hold
11,084
– – 0.73% 45
2022
Q3 		$430K Hold
11,084
– – 0.66% 48
2022
Q2 		$452K Hold
11,084
– – 0.59% 47
2022
Q1 		$543K Hold
11,084
– – 0.54% 42
2021
Q4 		$573K Buy
+11,084
New +$557K 0.46% 43

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SBK Financial's DFUS Position: Q4 2022 in Review

SBK Financial held its Dimensional US Equity ETF (DFUS) position steady in Q4 2022 at 11,084 shares worth $461K. The position accounts for 0.73% of the portfolio, ranked #45.

SBK Financial first reported a position in DFUS in Q4 2021 and has held it in 5 quarters since. The position peaked at $573K in Q4 2021. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

  • SBK Financial held 11,084 shares of Dimensional US Equity ETF worth $461K as of Q4 2022.
  • SBK Financial left its Dimensional US Equity ETF share count unchanged in Q4 2022.
  • Dimensional US Equity ETF made up 0.73% of SBK Financial's portfolio in Q4 2022, its #45 holding.
  • SBK Financial first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's Dimensional US Equity ETF position peaked at $573K in Q4 2021.
  • 439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.