SDH
DFUS

Sloy Dahl & Holst’s Dimensional US Equity ETF DFUS Stock Holding History

Sloy Dahl & Holst’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
-20,888
Closed -$811K – 73
2022
Q3 		$811K Buy
20,888
+33
+0.2% +$1.42K 0.17% 31
2022
Q2 		$850K Sell
20,855
-752
-3% -$33.3K 0.2% 30
2022
Q1 		$1.06M Sell
21,607
-826
-4% -$39.9K 0.18% 29
2021
Q4 		$1.06M Hold
22,433
– – 0.23% 30
2021
Q3 		$1.06M Buy
+22,433
New +$1.09M 0.22% 30

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sloy Dahl & Holst's DFUS Position: Q4 2022 in Review

Sloy Dahl & Holst sold out of Dimensional US Equity ETF (DFUS) in Q4 2022, closing a stake of 20,888 shares — an estimated $811K sold.

Sloy Dahl & Holst first reported a position in DFUS in Q3 2021 and held it in 5 quarters. The position peaked at $1.06M in Q1 2022. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

  • Sloy Dahl & Holst reported no remaining Dimensional US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Sloy Dahl & Holst sold 20,888 Dimensional US Equity ETF shares in Q4 2022, an estimated $811K.
  • Sloy Dahl & Holst first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 5 quarters.
  • Sloy Dahl & Holst's Dimensional US Equity ETF position peaked at $1.06M in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on Sloy Dahl & Holst's 13F filing for Q4 2022, filed 30 Jan 2023.