3LCM
DFAS icon

3D/L Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

3D/L Capital Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-51,817
Closed -$2.72M – 14
2023
Q3 		$2.72M Buy
51,817
+671
+1% +$37K 0.88% 20
2023
Q2 		$2.8M Sell
51,146
-1,475
-3% -$76.9K 0.81% 23
2023
Q1 		$2.77M Sell
52,621
-3,624
-6% -$196K 0.74% 22
2022
Q4 		$2.88M Sell
56,245
-730
-1% -$37.6K 0.77% 23
2022
Q3 		$2.65M Buy
56,975
+676
+1% +$34.5K 0.79% 22
2022
Q2 		$2.7M Buy
56,299
+199
+0.4% +$10.3K 0.76% 23
2022
Q1 		$3.15M Buy
56,100
+331
+0.6% +$18.6K 0.78% 22
2021
Q4 		$3.35M Buy
55,769
+1,158
+2% +$69.9K 0.78% 21
2021
Q3 		$3.14M Sell
54,611
-279
-0.5% -$16.1K 0.75% 21
2021
Q2 		$3.21M Buy
+54,890
New +$3.19M 0.77% 21

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

3D/L Capital Management's DFAS Position: Q4 2023 in Review

3D/L Capital Management sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2023, closing a stake of 51,817 shares — an estimated $2.72M sold.

3D/L Capital Management first reported a position in DFAS in Q2 2021 and held it in 10 quarters. The position peaked at $3.35M in Q4 2021. 575 funds tracked by Wall St. Rank hold DFAS as of Q4 2023.

  • 3D/L Capital Management reported no remaining Dimensional US Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • 3D/L Capital Management sold 51,817 Dimensional US Small Cap ETF shares in Q4 2023, an estimated $2.72M.
  • 3D/L Capital Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 10 quarters.
  • 3D/L Capital Management's Dimensional US Small Cap ETF position peaked at $3.35M in Q4 2021.
  • 575 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.