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

Cetera Advisors’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	$1.31M	Buy	21,062 +8,008	+61%	+$474K	0.01%	1019
2023 Q4	$778K	Buy	13,054 +5,841	+81%	+$313K	0.01%	885
2023 Q3	$379K	Buy	7,213 +1,650	+30%	+$90.9K	0.01%	1206
2023 Q2	$305K	Buy	5,563 +810	+17%	+$42.3K	﹤0.01%	1305
2023 Q1	$250K	Sell	4,753 -501	-10%	-$27.1K	﹤0.01%	1377
2022 Q4	$269K	Buy	5,254 +307	+6%	+$15.8K	﹤0.01%	1296
2022 Q3	$230K	Buy	+4,947	New	+$253K	0.01%	1080
2022 Q1	–	Sell	-6,385	Closed	-$383K	–	1439
2021 Q4	$383K	Sell	6,385 -156	-2%	-$9.42K	0.01%	1000
2021 Q3	$376K	Sell	6,541 -264	-4%	-$15.2K	0.01%	997
2021 Q2	$397K	Buy	+6,805	New	+$396K	0.01%	920

Other funds holding DFAS

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Cetera Advisors's DFAS Position: Q1 2024 in Review

Cetera Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 61% in Q1 2024, buying an estimated $474K and bringing the position to 21,062 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1019.

Cetera Advisors first reported a position in DFAS in Q2 2021 and has held it in 10 quarters since. 608 funds tracked by Wall St. Rank hold DFAS as of Q1 2024.

Cetera Advisors held 21,062 shares of Dimensional US Small Cap ETF worth $1.31M as of Q1 2024.
Cetera Advisors bought 8,008 Dimensional US Small Cap ETF shares in Q1 2024, an estimated $474K.
Dimensional US Small Cap ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1019 holding.
Cetera Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 10 quarters since.
608 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2024.

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