Acropolis Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Acropolis Investment 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 Q1	–	Sell	-3,035	Closed	-$181K	–	287
2023 Q4	$181K	Hold	3,035	–	–	0.01%	229
2023 Q3	$159K	Hold	3,035	–	–	0.01%	230
2023 Q2	$166K	Hold	3,035	–	–	0.01%	216
2023 Q1	$160K	Hold	3,035	–	–	0.01%	215
2022 Q4	$155K	Hold	3,035	–	–	0.01%	211
2022 Q3	$141K	Buy	3,035 +6	+0.2%	+$306	0.01%	207
2022 Q2	$145K	Buy	3,029 +7	+0.2%	+$363	0.01%	209
2022 Q1	$169K	Buy	3,022 +3	+0.1%	+$169	0.02%	198
2021 Q4	$181K	Buy	3,019 +59	+2%	+$3.56K	0.02%	198
2021 Q3	$170K	Buy	2,960 +5	+0.2%	+$288	0.02%	188
2021 Q2	$173K	Buy	+2,955	New	+$172K	0.02%	193

Other funds holding DFAS

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Acropolis Investment Management's DFAS Position: Q1 2024 in Review

Acropolis Investment Management sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2024, closing a stake of 3,035 shares — an estimated $181K sold.

Acropolis Investment Management first reported a position in DFAS in Q2 2021 and held it in 11 quarters. The position peaked at $181K in Q4 2021. 608 funds tracked by Wall St. Rank hold DFAS as of Q1 2024.

Acropolis Investment Management reported no remaining Dimensional US Small Cap ETF position as of Q1 2024 after selling out during the quarter.
Acropolis Investment Management sold 3,035 Dimensional US Small Cap ETF shares in Q1 2024, an estimated $181K.
Acropolis Investment Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 11 quarters.
Acropolis Investment Management's Dimensional US Small Cap ETF position peaked at $181K in Q4 2021.
608 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2024.

Based on Acropolis Investment Management's 13F filing for Q1 2024, filed 17 Apr 2024.