Tiedemann Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Tiedemann 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
2023 Q3	–	Sell	-4,294	Closed	-$207K	–	275
2023 Q2	$207K	Sell	4,294 -3,225	-43%	-$147K	0.01%	239
2023 Q1	$334K	Hold	7,519	–	–	0.02%	197
2022 Q4	$313K	Hold	7,519	–	–	0.02%	194
2022 Q3	$292K	Hold	7,519	–	–	0.02%	189
2022 Q2	$306K	Hold	7,519	–	–	0.02%	184
2022 Q1	$369K	Hold	7,519	–	–	0.02%	215
2021 Q4	$389K	Hold	7,519	–	–	0.02%	217
2021 Q3	$355K	Hold	7,519	–	–	0.02%	227
2021 Q2	$354K	Buy	+7,519	New	+$350K	0.01%	271

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Tiedemann Advisors's DFUS Position: Q3 2023 in Review

Tiedemann Advisors sold out of Dimensional US Equity ETF (DFUS) in Q3 2023, closing a stake of 4,294 shares — an estimated $207K sold.

Tiedemann Advisors first reported a position in DFUS in Q2 2021 and held it in 9 quarters. The position peaked at $389K in Q4 2021. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

Tiedemann Advisors reported no remaining Dimensional US Equity ETF position as of Q3 2023 after selling out during the quarter.
Tiedemann Advisors sold 4,294 Dimensional US Equity ETF shares in Q3 2023, an estimated $207K.
Tiedemann Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 9 quarters.
Tiedemann Advisors's Dimensional US Equity ETF position peaked at $389K in Q4 2021.
476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.