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Axiom Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

Axiom Advisory’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 		$2.11M Buy
33,744
+604
+2% +$37.8K 0.02% 110
2024
Q2 		$1.99M Buy
+33,140
New +$1.99M 0.02% 107

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
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
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

Axiom Advisory's DFAS Position: Q3 2024 in Review

Axiom Advisory increased its Dimensional US Small Cap ETF (DFAS) stake by 1.8% in Q3 2024, buying an estimated $37.8K and bringing the position to 33,744 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #110.

Axiom Advisory first reported a position in DFAS in Q2 2024 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold DFAS as of Q3 2024.

  • Axiom Advisory held 33,744 shares of Dimensional US Small Cap ETF worth $2.11M as of Q3 2024.
  • Axiom Advisory bought 604 Dimensional US Small Cap ETF shares in Q3 2024, an estimated $37.8K.
  • Dimensional US Small Cap ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #110 holding.
  • Axiom Advisory first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.