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Cetera Advisor Networks’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cetera Advisor Networks’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
Q1 		$4.94M Buy
79,168
+9,505
+14% +$562K 0.02% 636
2023
Q4 		$4.15M Buy
69,663
+15,191
+28% +$814K 0.02% 660
2023
Q3 		$2.86M Buy
54,472
+17,914
+49% +$987K 0.02% 751
2023
Q2 		$2M Buy
36,558
+7,616
+26% +$397K 0.01% 857
2023
Q1 		$1.53M Buy
28,942
+17,462
+152% +$946K 0.01% 976
2022
Q4 		$587K Buy
11,480
+5,003
+77% +$258K ﹤0.01% 1530
2022
Q3 		$301K Buy
6,477
+951
+17% +$48.6K ﹤0.01% 1597
2022
Q2 		$265K Sell
5,526
-354
-6% -$18.4K ﹤0.01% 1684
2022
Q1 		$330K Sell
5,880
-881
-13% -$49.6K ﹤0.01% 1572
2021
Q4 		$406K Buy
6,761
+14
+0.2% +$845 0.01% 1412
2021
Q3 		$388K Buy
6,747
+365
+6% +$21.1K 0.01% 1366
2021
Q2 		$373K Buy
+6,382
New +$371K 0.01% 1357

Other funds holding DFAS

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.51B AUM 22.23% 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
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Cetera Advisor Networks's DFAS Position: Q1 2024 in Review

Cetera Advisor Networks increased its Dimensional US Small Cap ETF (DFAS) stake by 14% in Q1 2024, buying an estimated $562K and bringing the position to 79,168 shares worth $4.94M. The position accounts for 0.02% of the portfolio, ranked #636.

Cetera Advisor Networks first reported a position in DFAS in Q2 2021 and has held it in 12 quarters since. 609 funds tracked by Wall St. Rank hold DFAS as of Q1 2024.

  • Cetera Advisor Networks held 79,168 shares of Dimensional US Small Cap ETF worth $4.94M as of Q1 2024.
  • Cetera Advisor Networks bought 9,505 Dimensional US Small Cap ETF shares in Q1 2024, an estimated $562K.
  • Dimensional US Small Cap ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #636 holding.
  • Cetera Advisor Networks first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 12 quarters since.
  • 609 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.