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American Portfolios Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

American Portfolios 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
2022
Q3 		$48K Buy
1,033
+1
+0.1% +$51 ﹤0.01% 1728
2022
Q2 		$49.5K Buy
1,032
+1
+0.1% +$52 ﹤0.01% 1766
2022
Q1 		$57.8K Buy
1,031
+1
+0.1% +$56 ﹤0.01% 1812
2021
Q4 		$61.8K Buy
1,030
+199
+24% +$12K ﹤0.01% 1775
2021
Q3 		$47.8K Buy
831
+115
+16% +$6.63K ﹤0.01% 1791
2021
Q2 		$41.8K Buy
+716
New +$41.7K ﹤0.01% 1816

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $424B AUM 22.96% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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 $80B AUM 26.12% 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

American Portfolios Advisors's DFAS Position: Q3 2022 in Review

American Portfolios Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 0.1% in Q3 2022, buying an estimated $51 and bringing the position to 1,033 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

American Portfolios Advisors first reported a position in DFAS in Q2 2021 and has held it in 6 quarters since. The position peaked at $61.8K in Q4 2021. 371 funds tracked by Wall St. Rank hold DFAS as of Q3 2022.

  • American Portfolios Advisors held 1,033 shares of Dimensional US Small Cap ETF worth $48K as of Q3 2022.
  • American Portfolios Advisors bought 1 Dimensional US Small Cap ETF share in Q3 2022, an estimated $51.
  • Dimensional US Small Cap ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1728 holding.
  • American Portfolios Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 6 quarters since.
  • American Portfolios Advisors's Dimensional US Small Cap ETF position peaked at $61.8K in Q4 2021.
  • 371 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.