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Avestar Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Avestar Capital’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
2023
Q1 		– Sell
-100,831
Closed -$5.16M – 329
2022
Q4 		$5.16M Buy
100,831
+2,815
+3% +$145K 0.93% 29
2022
Q3 		$4.56M Buy
+98,016
New +$5.01M 1.16% 21

Other funds holding DFAS

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $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 $67.6B AUM 18.3% 1-Year Est. Return

Avestar Capital's DFAS Position: Q1 2023 in Review

Avestar Capital sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2023, closing a stake of 100,831 shares — an estimated $5.16M sold.

Avestar Capital first reported a position in DFAS in Q3 2022 and held it in 2 quarters. The position peaked at $5.16M in Q4 2022. 458 funds tracked by Wall St. Rank hold DFAS as of Q1 2023.

  • Avestar Capital reported no remaining Dimensional US Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Avestar Capital sold 100,831 Dimensional US Small Cap ETF shares in Q1 2023, an estimated $5.16M.
  • Avestar Capital first reported a position in Dimensional US Small Cap ETF in Q3 2022 and held it in 2 quarters.
  • Avestar Capital's Dimensional US Small Cap ETF position peaked at $5.16M in Q4 2022.
  • 458 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2023.

Based on Avestar Capital's 13F filing for Q1 2023, filed 20 Apr 2023.