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

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

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management

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

Mercer Global Advisors

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

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Creative Planning

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

Corient Private Wealth

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