SA
DFUS

Shilanski & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Shilanski & Associates’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 		– Sell
-205,568
Closed -$7.98M – 128
2022
Q3 		$7.98M Buy
+205,568
New +$8.84M 2.93% 11

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

Shilanski & Associates's DFUS Position: Q4 2022 in Review

Shilanski & Associates sold out of Dimensional US Equity ETF (DFUS) in Q4 2022, closing a stake of 205,568 shares — an estimated $7.98M sold.

Shilanski & Associates first reported a position in DFUS in Q3 2022 and held it in 1 quarter. The position peaked at $7.98M in Q3 2022. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

  • Shilanski & Associates reported no remaining Dimensional US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 205,568 Dimensional US Equity ETF shares in Q4 2022, an estimated $7.98M.
  • Shilanski & Associates first reported a position in Dimensional US Equity ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Dimensional US Equity ETF position peaked at $7.98M in Q3 2022.
  • 439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.