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Baystate Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Baystate Wealth Management’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
Q4 		$439K Buy
7,367
+83
+1% +$4.45K 0.03% 153
2023
Q3 		$382K Buy
+7,284
New +$401K 0.03% 149

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
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
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Baystate Wealth Management's DFAS Position: Q4 2023 in Review

Baystate Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 1.1% in Q4 2023, buying an estimated $4.45K and bringing the position to 7,367 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #153.

Baystate Wealth Management first reported a position in DFAS in Q3 2023 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold DFAS as of Q4 2023.

  • Baystate Wealth Management held 7,367 shares of Dimensional US Small Cap ETF worth $439K as of Q4 2023.
  • Baystate Wealth Management bought 83 Dimensional US Small Cap ETF shares in Q4 2023, an estimated $4.45K.
  • Dimensional US Small Cap ETF made up 0.03% of Baystate Wealth Management's portfolio in Q4 2023, its #153 holding.
  • Baystate Wealth Management first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.