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Benjamin F. Edwards & Company’s Dimensional US Small Cap ETF DFAS Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$156K Buy
2,594
+107
+4% +$6.44K ﹤0.01% 977
2024
Q1 		$155K Hold
2,487
– – ﹤0.01% 978
2023
Q4 		$148K Buy
2,487
+405
+19% +$21.7K ﹤0.01% 957
2023
Q3 		$109K Hold
2,082
– – ﹤0.01% 878
2023
Q2 		$114K Hold
2,082
– – ﹤0.01% 877
2023
Q1 		$110K Hold
2,082
– – ﹤0.01% 878
2022
Q4 		$106K Buy
+2,082
New +$107K ﹤0.01% 886

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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 $424B AUM 22.96% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Benjamin F. Edwards & Company's DFAS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Dimensional US Small Cap ETF (DFAS) stake by 4.3% in Q2 2024, buying an estimated $6.44K and bringing the position to 2,594 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Benjamin F. Edwards & Company first reported a position in DFAS in Q4 2022 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold DFAS as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,594 shares of Dimensional US Small Cap ETF worth $156K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 107 Dimensional US Small Cap ETF shares in Q2 2024, an estimated $6.44K.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #977 holding.
  • Benjamin F. Edwards & Company first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 7 quarters since.
  • 634 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.