Cetera Advisor Networks’s U.S. Small Cap Portfolio ETF Class Shares 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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 U.S. Small Cap Portfolio ETF Class Shares (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. 612 funds tracked by Wall St. Rank hold DFAS as of Q1 2024.

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

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