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Bell Rock Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bell Rock Capital’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
Q3 		– Sell
-16,712
Closed -$802K – 98
2022
Q2 		$802K Buy
+16,712
New +$867K 0.62% 14

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BSW
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Envestnet Asset Management
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TWA
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PL
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RCG
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Mercer Global Advisors
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BHWM
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EAM
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Bell Rock Capital's DFAS Position: Q3 2022 in Review

Bell Rock Capital sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2022, closing a stake of 16,712 shares — an estimated $802K sold.

Bell Rock Capital first reported a position in DFAS in Q2 2022 and held it in 1 quarter. The position peaked at $802K in Q2 2022. 370 funds tracked by Wall St. Rank hold DFAS as of Q3 2022.

  • Bell Rock Capital reported no remaining Dimensional US Small Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Bell Rock Capital sold 16,712 Dimensional US Small Cap ETF shares in Q3 2022, an estimated $802K.
  • Bell Rock Capital first reported a position in Dimensional US Small Cap ETF in Q2 2022 and held it in 1 quarter.
  • Bell Rock Capital's Dimensional US Small Cap ETF position peaked at $802K in Q2 2022.
  • 370 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.