TWA
DFUS

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

Tandem 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
Q1 		– Sell
-259
Closed -$13.4K – 55
2023
Q4 		$13.4K Buy
+259
New +$12.5K 0.01% 62

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Tandem Wealth Advisors's DFUS Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of Dimensional US Equity ETF (DFUS) in Q1 2024, closing a stake of 259 shares — an estimated $13.4K sold.

Tandem Wealth Advisors first reported a position in DFUS in Q4 2023 and held it in 1 quarter. The position peaked at $13.4K in Q4 2023. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

  • Tandem Wealth Advisors reported no remaining Dimensional US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Tandem Wealth Advisors sold 259 Dimensional US Equity ETF shares in Q1 2024, an estimated $13.4K.
  • Tandem Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2023 and held it in 1 quarter.
  • Tandem Wealth Advisors's Dimensional US Equity ETF position peaked at $13.4K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.