All Season Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

All Season Financial Advisors’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	$2.55M	Buy	39,316 +2,592	+7%	+$162K	2.17%	12
2024 Q2	$2.21M	Buy	36,724 +4,838	+15%	+$291K	2%	17
2024 Q1	$1.99M	Buy	31,886 +3,015	+10%	+$178K	1.65%	17
2023 Q4	$1.72M	Buy	28,871 +6,491	+29%	+$348K	1.46%	20
2023 Q3	$1.17M	Sell	22,380 -1,055	-5%	-$58.1K	1.19%	20
2023 Q2	$1.28M	Buy	23,435 +5,150	+28%	+$269K	1.15%	22
2023 Q1	$964K	Buy	18,285 +1,516	+9%	+$82.1K	0.87%	24
2022 Q4	$858K	Buy	16,769 +2,785	+20%	+$143K	0.76%	31
2022 Q3	$651K	Buy	13,984 +1,663	+13%	+$85K	0.71%	27
2022 Q2	$591K	Buy	+12,321	New	+$639K	0.51%	45

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

All Season Financial Advisors's DFAS Position: Q3 2024 in Review

All Season Financial Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 7.1% in Q3 2024, buying an estimated $162K and bringing the position to 39,316 shares worth $2.55M. The position accounts for 2.17% of the portfolio, ranked #12.

All Season Financial Advisors first reported a position in DFAS in Q2 2022 and has held it in 10 quarters since. 655 funds tracked by Wall St. Rank hold DFAS as of Q3 2024.

All Season Financial Advisors held 39,316 shares of Dimensional US Small Cap ETF worth $2.55M as of Q3 2024.
All Season Financial Advisors bought 2,592 Dimensional US Small Cap ETF shares in Q3 2024, an estimated $162K.
Dimensional US Small Cap ETF made up 2.17% of All Season Financial Advisors's portfolio in Q3 2024, its #12 holding.
All Season Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 10 quarters since.
655 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.