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

Alpine Bank 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	$305K	Buy	+4,705	New	+$294K	0.05%	121

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

Alpine Bank Wealth Management's DFAS Position: Q3 2024 in Review

Alpine Bank Wealth Management opened a new position in Dimensional US Small Cap ETF (DFAS) in Q3 2024: 4,705 shares worth $305K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings.

655 funds tracked by Wall St. Rank hold DFAS as of Q3 2024.

Alpine Bank Wealth Management held 4,705 shares of Dimensional US Small Cap ETF worth $305K as of Q3 2024.
Dimensional US Small Cap ETF was a new Alpine Bank Wealth Management position in Q3 2024.
Dimensional US Small Cap ETF made up 0.05% of Alpine Bank Wealth Management's portfolio in Q3 2024, its #121 holding.
655 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2024.

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