Bel Air Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bel Air Investment Advisors’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
2021 Q2	$538K	Buy	+9,215	New	+$536K	0.02%	252

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Bel Air Investment Advisors's DFAS Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2021: 9,215 shares worth $538K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings.

216 funds tracked by Wall St. Rank hold DFAS as of Q2 2021.

Bel Air Investment Advisors held 9,215 shares of Dimensional US Small Cap ETF worth $538K as of Q2 2021.
Dimensional US Small Cap ETF was a new Bel Air Investment Advisors position in Q2 2021.
Dimensional US Small Cap ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #252 holding.
216 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.