WWP
DFUS

Walden Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Walden Wealth Partners’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
Q2 		$9.96M Buy
169,322
+3,564
+2% +$203K 5.56% 4
2024
Q1 		$9.26M Buy
165,758
+1,829
+1% +$99K 5.37% 4
2023
Q4 		$8.5M Buy
+163,929
New +$7.94M 5.35% 4

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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 $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Walden Wealth Partners's DFUS Position: Q2 2024 in Review

Walden Wealth Partners increased its Dimensional US Equity ETF (DFUS) stake by 2.2% in Q2 2024, buying an estimated $203K and bringing the position to 169,322 shares worth $9.96M. The position accounts for 5.56% of the portfolio, ranked #4.

Walden Wealth Partners first reported a position in DFUS in Q4 2023 and has held it in 3 quarters since. 592 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • Walden Wealth Partners held 169,322 shares of Dimensional US Equity ETF worth $9.96M as of Q2 2024.
  • Walden Wealth Partners bought 3,564 Dimensional US Equity ETF shares in Q2 2024, an estimated $203K.
  • Dimensional US Equity ETF made up 5.56% of Walden Wealth Partners's portfolio in Q2 2024, its #4 holding.
  • Walden Wealth Partners first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • 592 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.