Sigma Planning Corp’s Dimensional US Equity ETF DFUS Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-5,534	Closed	-$267K	–	1223
2023 Q2	$267K	Sell	5,534 -111	-2%	-$5.05K	0.01%	986
2023 Q1	$251K	Sell	5,645 -2,716	-32%	-$118K	0.01%	1074
2022 Q4	$348K	Sell	8,361 -58	-0.7%	-$2.42K	0.01%	909
2022 Q3	$327K	Buy	8,419 +1	+0%	+$43	0.01%	916
2022 Q2	$343K	Hold	8,418	–	–	0.01%	927
2022 Q1	$413K	Buy	8,418 +1	+0%	+$48	0.01%	920
2021 Q4	$435K	Buy	8,417 +1	+0%	+$50	0.01%	909
2021 Q3	$397K	Hold	8,416	–	–	0.01%	922
2021 Q2	$397K	Buy	+8,416	New	+$392K	0.01%	933

Other funds holding DFUS

IFA

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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

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

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

Sigma Planning Corp's DFUS Position: Q3 2023 in Review

Sigma Planning Corp sold out of Dimensional US Equity ETF (DFUS) in Q3 2023, closing a stake of 5,534 shares — an estimated $267K sold.

Sigma Planning Corp first reported a position in DFUS in Q2 2021 and held it in 9 quarters. The position peaked at $435K in Q4 2021. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

Sigma Planning Corp reported no remaining Dimensional US Equity ETF position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 5,534 Dimensional US Equity ETF shares in Q3 2023, an estimated $267K.
Sigma Planning Corp first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 9 quarters.
Sigma Planning Corp's Dimensional US Equity ETF position peaked at $435K in Q4 2021.
476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.