CAC
DFAS icon

Certified Advisory Corp’s Dimensional US Small Cap ETF DFAS Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-5,622
Closed -$315K – 238
2022
Q1 		$315K Buy
+5,622
New +$317K 0.07% 182

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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 $1.88B AUM 21.09% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Certified Advisory Corp's DFAS Position: Q2 2022 in Review

Certified Advisory Corp sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2022, closing a stake of 5,622 shares — an estimated $315K sold.

Certified Advisory Corp first reported a position in DFAS in Q1 2022 and held it in 1 quarter. The position peaked at $315K in Q1 2022. 358 funds tracked by Wall St. Rank hold DFAS as of Q2 2022.

  • Certified Advisory Corp reported no remaining Dimensional US Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Certified Advisory Corp sold 5,622 Dimensional US Small Cap ETF shares in Q2 2022, an estimated $315K.
  • Certified Advisory Corp first reported a position in Dimensional US Small Cap ETF in Q1 2022 and held it in 1 quarter.
  • Certified Advisory Corp's Dimensional US Small Cap ETF position peaked at $315K in Q1 2022.
  • 358 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2022.

Based on Certified Advisory Corp's 13F filing for Q2 2022, filed 15 Aug 2022.