WSTAM
DFUS

Wilbanks Smith & Thomas Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$5.29M Sell
92,885
-61
-0.1% -$3.3K 0.15% 108
2023
Q4 		$4.82M Sell
92,946
-409
-0.4% -$19.8K 0.15% 108
2023
Q3 		$4.35M Buy
93,355
+49
+0.1% +$2.37K 0.15% 104
2023
Q2 		$4.49M Sell
93,306
-85
-0.1% -$3.87K 0.15% 111
2023
Q1 		$4.15M Buy
93,391
+176
+0.2% +$7.64K 0.14% 113
2022
Q4 		$3.88M Buy
93,215
+2,222
+2% +$92.9K 0.15% 114
2022
Q3 		$3.53M Buy
90,993
+230
+0.3% +$9.89K 0.15% 113
2022
Q2 		$3.7M Buy
90,763
+1,957
+2% +$86.7K 0.16% 108
2022
Q1 		$4M Sell
88,806
-1,691
-2% -$81.7K 0.16% 105
2021
Q4 		$4.68M Buy
90,497
+45
+0% +$2.26K 0.16% 112
2021
Q3 		$4.27M Sell
90,452
-1,712
-2% -$82.8K 0.17% 111
2021
Q2 		$4.34M Buy
+92,164
New +$4.3M 0.17% 112

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 $424B AUM 22.96% 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 $2.31B AUM 26.52% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DFUS Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.07% in Q1 2024, selling an estimated $3.3K and leaving 92,885 shares worth $5.29M. The position accounts for 0.15% of the portfolio, ranked #108.

Wilbanks Smith & Thomas Asset Management first reported a position in DFUS in Q2 2021 and has held it in 12 quarters since. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 92,885 shares of Dimensional US Equity ETF worth $5.29M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 61 Dimensional US Equity ETF shares in Q1 2024, an estimated $3.3K.
  • Dimensional US Equity ETF made up 0.15% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #108 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 12 quarters since.
  • 567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.