SC
DFUS

Schubert & Co’s Dimensional US Equity ETF DFUS Stock Holding History

Schubert & Co’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 		– Sell
-459
Closed -$20.4K – 438
2023
Q1 		$20.4K Hold
459
– – 0.02% 130
2022
Q4 		$19.1K Hold
459
– – 0.02% 120
2022
Q3 		$18K Hold
459
– – 0.02% 110
2022
Q2 		$19K Hold
459
– – 0.02% 111
2022
Q1 		$23K Hold
459
– – 0.03% 78
2021
Q4 		$24K Buy
+459
New +$23.1K 0.02% 64

Other funds holding DFUS

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
BSW
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
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Schubert & Co's DFUS Position: Q2 2023 in Review

Schubert & Co sold out of Dimensional US Equity ETF (DFUS) in Q2 2023, closing a stake of 459 shares — an estimated $20.4K sold.

Schubert & Co first reported a position in DFUS in Q4 2021 and held it in 6 quarters. The position peaked at $24K in Q4 2021. 470 funds tracked by Wall St. Rank hold DFUS as of Q2 2023.

  • Schubert & Co reported no remaining Dimensional US Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 459 Dimensional US Equity ETF shares in Q2 2023, an estimated $20.4K.
  • Schubert & Co first reported a position in Dimensional US Equity ETF in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Dimensional US Equity ETF position peaked at $24K in Q4 2021.
  • 470 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.