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Burleson & Co’s Dimensional US Small Cap ETF DFAS Stock Holding History

Burleson & Co’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 		$36.1K Hold
705
– – 0.01% 196
2022
Q3 		$33K Hold
705
– – 0.01% 214
2022
Q2 		$34K Hold
705
– – 0.01% 201
2022
Q1 		$40K Hold
705
– – 0.01% 201
2021
Q4 		$42K Hold
705
– – 0.01% 201
2021
Q3 		$41K Hold
705
– – 0.01% 198
2021
Q2 		$41K Buy
+705
New +$41K 0.01% 205

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 $1.44B AUM 23.16% 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 22.94% 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 $67.6B AUM 18.3% 1-Year Est. Return

Burleson & Co's DFAS Position: Q4 2022 in Review

Burleson & Co held its Dimensional US Small Cap ETF (DFAS) position steady in Q4 2022 at 705 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #196.

Burleson & Co first reported a position in DFAS in Q2 2021 and has held it in 7 quarters since. The position peaked at $42K in Q4 2021. 443 funds tracked by Wall St. Rank hold DFAS as of Q4 2022.

  • Burleson & Co held 705 shares of Dimensional US Small Cap ETF worth $36.1K as of Q4 2022.
  • Burleson & Co left its Dimensional US Small Cap ETF share count unchanged in Q4 2022.
  • Dimensional US Small Cap ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #196 holding.
  • Burleson & Co first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 7 quarters since.
  • Burleson & Co's Dimensional US Small Cap ETF position peaked at $42K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.