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Angeles Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Angeles Investment 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
Q1 		– Sell
-6,204
Closed -$372K – 144
2021
Q4 		$372K Hold
6,204
– – 0.02% 150
2021
Q3 		$357K Hold
6,204
– – 0.02% 139
2021
Q2 		$362K Buy
+6,204
New +$361K 0.02% 100

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
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

Angeles Investment Advisors's DFAS Position: Q1 2022 in Review

Angeles Investment Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2022, closing a stake of 6,204 shares — an estimated $372K sold.

Angeles Investment Advisors first reported a position in DFAS in Q2 2021 and held it in 3 quarters. The position peaked at $372K in Q4 2021. 318 funds tracked by Wall St. Rank hold DFAS as of Q1 2022.

  • Angeles Investment Advisors reported no remaining Dimensional US Small Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Angeles Investment Advisors sold 6,204 Dimensional US Small Cap ETF shares in Q1 2022, an estimated $372K.
  • Angeles Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 3 quarters.
  • Angeles Investment Advisors's Dimensional US Small Cap ETF position peaked at $372K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.