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Cary Street Partners Investment Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-903
Closed -$47.4K – 891
2023
Q3 		$47.4K Hold
903
– – ﹤0.01% 882
2023
Q2 		$49.5K Buy
+903
New +$47.1K ﹤0.01% 815

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Cary Street Partners Investment Advisory's DFAS Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2023, closing a stake of 903 shares — an estimated $47.4K sold.

Cary Street Partners Investment Advisory first reported a position in DFAS in Q2 2023 and held it in 2 quarters. The position peaked at $49.5K in Q2 2023. 576 funds tracked by Wall St. Rank hold DFAS as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Dimensional US Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 903 Dimensional US Small Cap ETF shares in Q4 2023, an estimated $47.4K.
  • Cary Street Partners Investment Advisory first reported a position in Dimensional US Small Cap ETF in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Dimensional US Small Cap ETF position peaked at $49.5K in Q2 2023.
  • 576 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.