UOTTAIMCU
DFUS

University of Texas/Texas AM Investment Management Co (UTIMCO)’s Dimensional US Equity ETF DFUS Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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
Q4 		– Sell
-1,640
Closed -$102K – 182
2024
Q3 		$102K Buy
+1,640
New +$98.2K 0.02% 104

Other funds holding DFUS

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s DFUS Position: Q4 2024 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of Dimensional US Equity ETF (DFUS) in Q4 2024, closing a stake of 1,640 shares — an estimated $102K sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in DFUS in Q3 2024 and held it in 1 quarter. The position peaked at $102K in Q3 2024. 697 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining Dimensional US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) sold 1,640 Dimensional US Equity ETF shares in Q4 2024, an estimated $102K.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Dimensional US Equity ETF in Q3 2024 and held it in 1 quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO)'s Dimensional US Equity ETF position peaked at $102K in Q3 2024.
  • 697 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q4 2024, filed 19 Feb 2025.