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

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return