SWA
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Strategies Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Strategies Wealth Advisors’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
2024
Q4 		– Sell
-3,384
Closed -$210K – 126
2024
Q3 		$210K Buy
+3,384
New +$203K 0.03% 92

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Strategies Wealth Advisors's DFUS Position: Q4 2024 in Review

Strategies Wealth Advisors sold out of Dimensional US Equity ETF (DFUS) in Q4 2024, closing a stake of 3,384 shares — an estimated $210K sold.

Strategies Wealth Advisors first reported a position in DFUS in Q3 2024 and held it in 1 quarter. The position peaked at $210K in Q3 2024. 697 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • Strategies Wealth Advisors reported no remaining Dimensional US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Strategies Wealth Advisors sold 3,384 Dimensional US Equity ETF shares in Q4 2024, an estimated $210K.
  • Strategies Wealth Advisors first reported a position in Dimensional US Equity ETF in Q3 2024 and held it in 1 quarter.
  • Strategies Wealth Advisors's Dimensional US Equity ETF position peaked at $210K in Q3 2024.
  • 697 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on Strategies Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.