TrustCore Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

TrustCore Financial Services’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 Q4	$50.4K	Buy	1,211 +5	+0.4%	+$209	﹤0.01%	458
2022 Q3	$47K	Buy	1,206 +5	+0.4%	+$215	﹤0.01%	451
2022 Q2	$49K	Buy	1,201 +5	+0.4%	+$222	﹤0.01%	452
2022 Q1	$59K	Buy	1,196 +2	+0.2%	+$97	0.01%	430
2021 Q4	$62K	Buy	1,194 +5	+0.4%	+$251	0.01%	398
2021 Q3	$56K	Buy	1,189 +3	+0.3%	+$145	0.01%	443
2021 Q2	$56K	Buy	+1,186	New	+$55.3K	0.01%	426

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TrustCore Financial Services's DFUS Position: Q4 2022 in Review

TrustCore Financial Services increased its Dimensional US Equity ETF (DFUS) stake by 0.41% in Q4 2022, buying an estimated $209 and bringing the position to 1,211 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

TrustCore Financial Services first reported a position in DFUS in Q2 2021 and has held it in 7 quarters since. The position peaked at $62K in Q4 2021. 439 funds tracked by Wall St. Rank hold DFUS as of Q4 2022.

TrustCore Financial Services held 1,211 shares of Dimensional US Equity ETF worth $50.4K as of Q4 2022.
TrustCore Financial Services bought 5 Dimensional US Equity ETF shares in Q4 2022, an estimated $209.
Dimensional US Equity ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #458 holding.
TrustCore Financial Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 7 quarters since.
TrustCore Financial Services's Dimensional US Equity ETF position peaked at $62K in Q4 2021.
439 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.