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Balasa Dinverno & Foltz’s Dimensional US Small Cap ETF DFAS Stock Holding History

Balasa Dinverno & Foltz’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
Q2 		– Sell
-3,903
Closed -$219K – 344
2022
Q1 		$219K Sell
3,903
-408
-9% -$23K 0.01% 324
2021
Q4 		$259K Hold
4,311
– – 0.02% 290
2021
Q3 		$248K Hold
4,311
– – 0.02% 295
2021
Q2 		$252K Buy
+4,311
New +$251K 0.02% 287

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 $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

Balasa Dinverno & Foltz's DFAS Position: Q2 2022 in Review

Balasa Dinverno & Foltz sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2022, closing a stake of 3,903 shares — an estimated $219K sold.

Balasa Dinverno & Foltz first reported a position in DFAS in Q2 2021 and held it in 4 quarters. The position peaked at $259K in Q4 2021. 359 funds tracked by Wall St. Rank hold DFAS as of Q2 2022.

  • Balasa Dinverno & Foltz reported no remaining Dimensional US Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 3,903 Dimensional US Small Cap ETF shares in Q2 2022, an estimated $219K.
  • Balasa Dinverno & Foltz first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 4 quarters.
  • Balasa Dinverno & Foltz's Dimensional US Small Cap ETF position peaked at $259K in Q4 2021.
  • 359 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2022, filed 9 Aug 2022.