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

Alaethes Wealth’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
2022
Q2 		– Sell
-1,798
Closed -$101K – 148
2022
Q1 		$101K Hold
1,798
– – 0.06% 117
2021
Q4 		$108K Hold
1,798
– – 0.07% 112
2021
Q3 		$103K Hold
1,798
– – 0.07% 109
2021
Q2 		$105K Buy
+1,798
New +$105K 0.08% 103

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Alaethes Wealth's DFAS Position: Q2 2022 in Review

Alaethes Wealth sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2022, closing a stake of 1,798 shares — an estimated $101K sold.

Alaethes Wealth first reported a position in DFAS in Q2 2021 and held it in 4 quarters. The position peaked at $108K in Q4 2021. 358 funds tracked by Wall St. Rank hold DFAS as of Q2 2022.

  • Alaethes Wealth reported no remaining Dimensional US Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 1,798 Dimensional US Small Cap ETF shares in Q2 2022, an estimated $101K.
  • Alaethes Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's Dimensional US Small Cap ETF position peaked at $108K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.