S
DFUS

Surevest’s Dimensional US Equity ETF DFUS Stock Holding History

Surevest’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
Q3 		$346K Hold
8,907
– – 0.09% 119
2022
Q2 		$363K Buy
+8,907
New +$395K 0.1% 118
2022
Q1 		– Sell
-8,907
Closed -$460K – 533
2021
Q4 		$460K Sell
8,907
-104
-1% -$5.23K 0.11% 91
2021
Q3 		$425K Buy
+9,011
New +$436K 0.11% 90

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Surevest's DFUS Position: Q3 2022 in Review

Surevest held its Dimensional US Equity ETF (DFUS) position steady in Q3 2022 at 8,907 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #119.

Surevest first reported a position in DFUS in Q3 2021 and has held it in 4 quarters since. The position peaked at $460K in Q4 2021. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

  • Surevest held 8,907 shares of Dimensional US Equity ETF worth $346K as of Q3 2022.
  • Surevest left its Dimensional US Equity ETF share count unchanged in Q3 2022.
  • Dimensional US Equity ETF made up 0.09% of Surevest's portfolio in Q3 2022, its #119 holding.
  • Surevest first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 4 quarters since.
  • Surevest's Dimensional US Equity ETF position peaked at $460K in Q4 2021.
  • 390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.