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Well Done LLC’s Dimensional US Equity ETF DFUS Stock Holding History

Well Done LLC’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
Q2 		– Sell
-4,633
Closed -$227K – 175
2022
Q1 		$227K Hold
4,633
– – 0.05% 169
2021
Q4 		$240K Buy
+4,633
New +$233K 0.05% 159

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 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return

Well Done LLC's DFUS Position: Q2 2022 in Review

Well Done LLC sold out of Dimensional US Equity ETF (DFUS) in Q2 2022, closing a stake of 4,633 shares — an estimated $227K sold.

Well Done LLC first reported a position in DFUS in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 386 funds tracked by Wall St. Rank hold DFUS as of Q2 2022.

  • Well Done LLC reported no remaining Dimensional US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Well Done LLC sold 4,633 Dimensional US Equity ETF shares in Q2 2022, an estimated $227K.
  • Well Done LLC first reported a position in Dimensional US Equity ETF in Q4 2021 and held it in 2 quarters.
  • Well Done LLC's Dimensional US Equity ETF position peaked at $240K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2022.

Based on Well Done LLC's 13F filing for Q2 2022, filed 18 Jul 2022.