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BCR Wealth Strategies’s Dimensional US Small Cap ETF DFAS Stock Holding History

BCR Wealth Strategies’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
Q4 		– Sell
-1,761
Closed -$82K – 39
2022
Q3 		$82K Hold
1,761
– – 0.08% 28
2022
Q2 		$85K Hold
1,761
– – 0.09% 28
2022
Q1 		$99K Hold
1,761
– – 0.09% 25
2021
Q4 		$106K Buy
+1,761
New +$106K 0.1% 21

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

BCR Wealth Strategies's DFAS Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2022, closing a stake of 1,761 shares — an estimated $82K sold.

BCR Wealth Strategies first reported a position in DFAS in Q4 2021 and held it in 4 quarters. The position peaked at $106K in Q4 2021. 442 funds tracked by Wall St. Rank hold DFAS as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Dimensional US Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 1,761 Dimensional US Small Cap ETF shares in Q4 2022, an estimated $82K.
  • BCR Wealth Strategies first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Dimensional US Small Cap ETF position peaked at $106K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.