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Brainard Capital Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Brainard Capital 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
Q1 		$2.99M Buy
56,790
+16,928
+42% +$917K 2.29% 14
2022
Q4 		$2.04M Buy
+39,862
New +$2.05M 1.73% 18

Other funds holding DFAS

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 22.9% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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 $80.9B AUM 26.08% 1-Year Est. Return

Brainard Capital Management's DFAS Position: Q1 2023 in Review

Brainard Capital Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 42% in Q1 2023, buying an estimated $917K and bringing the position to 56,790 shares worth $2.99M. The position accounts for 2.29% of the portfolio, ranked #14.

Brainard Capital Management first reported a position in DFAS in Q4 2022 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold DFAS as of Q1 2023.

  • Brainard Capital Management held 56,790 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.99M as of Q1 2023.
  • Brainard Capital Management bought 16,928 U.S. Small Cap Portfolio ETF Class Shares shares in Q1 2023, an estimated $917K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 2.29% of Brainard Capital Management's portfolio in Q1 2023, its #14 holding.
  • Brainard Capital Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.