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49 Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

49 Wealth 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
2024
Q3 		– Sell
-8,830
Closed -$526K – 184
2024
Q2 		$526K Sell
8,830
-24,580
-74% -$1.48M 0.1% 82
2024
Q1 		$2.06M Buy
33,410
+657
+2% +$38.9K 0.44% 28
2023
Q4 		$1.95M Buy
+32,753
New +$1.76M 0.5% 28

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

49 Wealth Management's DFAS Position: Q3 2024 in Review

49 Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2024, closing a stake of 8,830 shares — an estimated $526K sold.

49 Wealth Management first reported a position in DFAS in Q4 2023 and held it in 3 quarters. The position peaked at $2.06M in Q1 2024. 655 funds tracked by Wall St. Rank hold DFAS as of Q3 2024.

  • 49 Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • 49 Wealth Management sold 8,830 Dimensional US Small Cap ETF shares in Q3 2024, an estimated $526K.
  • 49 Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and held it in 3 quarters.
  • 49 Wealth Management's Dimensional US Small Cap ETF position peaked at $2.06M in Q1 2024.
  • 655 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2024.

Based on 49 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.