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

TRUE Private 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 Q3	–	Sell	-5,166	Closed	-$304K	–	231
2024 Q2	$304K	Sell	5,166 -1,362	-21%	-$77.4K	0.03%	222
2024 Q1	$372K	Hold	6,528	–	–	0.04%	204
2023 Q4	$338K	Hold	6,528	–	–	0.04%	208
2023 Q3	$304K	Hold	6,528	–	–	0.04%	190
2023 Q2	$314K	Hold	6,528	–	–	0.05%	165
2023 Q1	$290K	Hold	6,528	–	–	0.04%	176
2022 Q4	$272K	Hold	6,528	–	–	0.04%	174
2022 Q3	$253K	Hold	6,528	–	–	0.04%	176
2022 Q2	$266K	Hold	6,528	–	–	0.04%	181
2022 Q1	$303K	Hold	6,528	–	–	0.04%	173
2021 Q4	$337K	Hold	6,528	–	–	0.05%	190
2021 Q3	$307K	Hold	6,528	–	–	0.04%	184
2021 Q2	$307K	Buy	+6,528	New	+$304K	0.05%	176

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TRUE Private Wealth Advisors's DFUS Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Dimensional US Equity ETF (DFUS) in Q3 2024, closing a stake of 5,166 shares — an estimated $304K sold.

TRUE Private Wealth Advisors first reported a position in DFUS in Q2 2021 and held it in 13 quarters. The position peaked at $372K in Q1 2024. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Dimensional US Equity ETF position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,166 Dimensional US Equity ETF shares in Q3 2024, an estimated $304K.
TRUE Private Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 13 quarters.
TRUE Private Wealth Advisors's Dimensional US Equity ETF position peaked at $372K in Q1 2024.
610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.