WJA
DFUS

Willis Johnson & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Willis Johnson & Associates’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
Q1 		– Sell
-4,124
Closed -$213K – 103
2021
Q4 		$213K Buy
+4,124
New +$207K 0.03% 94

Other funds holding DFUS

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.88B AUM 21.09% 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 $147B AUM 18.73% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Willis Johnson & Associates's DFUS Position: Q1 2022 in Review

Willis Johnson & Associates sold out of Dimensional US Equity ETF (DFUS) in Q1 2022, closing a stake of 4,124 shares — an estimated $213K sold.

Willis Johnson & Associates first reported a position in DFUS in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 333 funds tracked by Wall St. Rank hold DFUS as of Q1 2022.

  • Willis Johnson & Associates reported no remaining Dimensional US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Willis Johnson & Associates sold 4,124 Dimensional US Equity ETF shares in Q1 2022, an estimated $213K.
  • Willis Johnson & Associates first reported a position in Dimensional US Equity ETF in Q4 2021 and held it in 1 quarter.
  • Willis Johnson & Associates's Dimensional US Equity ETF position peaked at $213K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2022.

Based on Willis Johnson & Associates's 13F filing for Q1 2022, filed 10 May 2022.