V
DFUS

Veritable’s Dimensional US Equity ETF DFUS Stock Holding History

Veritable’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
-14,816
Closed -$714K – 207
2023
Q2 		$714K Hold
14,816
– – 0.01% 448
2023
Q1 		$658K Hold
14,816
– – 0.01% 465
2022
Q4 		$616K Hold
14,816
– – 0.01% 468
2022
Q3 		$575K Hold
14,816
– – 0.01% 465
2022
Q2 		$604K Hold
14,816
– – 0.01% 490
2022
Q1 		$726K Hold
14,816
– – 0.01% 467
2021
Q4 		$766K Hold
14,816
– – 0.01% 457
2021
Q3 		$699K Buy
14,816
+6,116
+70% +$296K 0.01% 467
2021
Q2 		$410K Buy
+8,700
New +$406K 0.01% 589

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $2.31B AUM 26.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Veritable's DFUS Position: Q3 2023 in Review

Veritable sold out of Dimensional US Equity ETF (DFUS) in Q3 2023, closing a stake of 14,816 shares — an estimated $714K sold.

Veritable first reported a position in DFUS in Q2 2021 and held it in 9 quarters. The position peaked at $766K in Q4 2021. 475 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

  • Veritable reported no remaining Dimensional US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 14,816 Dimensional US Equity ETF shares in Q3 2023, an estimated $714K.
  • Veritable first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 9 quarters.
  • Veritable's Dimensional US Equity ETF position peaked at $766K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.