SS
DFUS

Simplicity Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Simplicity Solutions’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
Q4 		$210K Buy
+4,056
New +$196K 0.01% 962
2023
Q2 		– Sell
-14,529
Closed -$646K – 1085
2023
Q1 		$646K Buy
+14,529
New +$631K 0.02% 611
2021
Q4 		– Sell
-4,366
Closed -$206K – 486
2021
Q3 		$206K Sell
4,366
-202
-4% -$9.77K 0.03% 555
2021
Q2 		$215K Buy
+4,568
New +$213K 0.04% 482

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
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
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
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 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

Simplicity Solutions's DFUS Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Dimensional US Equity ETF (DFUS) in Q4 2023: 4,056 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in DFUS as recently as Q1 2023.

Simplicity Solutions first reported a position in DFUS in Q2 2021 and has held it in 4 quarters since. The position peaked at $646K in Q1 2023. 547 funds tracked by Wall St. Rank hold DFUS as of Q4 2023.

  • Simplicity Solutions held 4,056 shares of Dimensional US Equity ETF worth $210K as of Q4 2023.
  • Dimensional US Equity ETF was a new Simplicity Solutions position in Q4 2023.
  • Dimensional US Equity ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #962 holding.
  • Simplicity Solutions first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 4 quarters since.
  • Simplicity Solutions's Dimensional US Equity ETF position peaked at $646K in Q1 2023.
  • 547 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.