Clear Perspectives Financial Planning’s Dimensional US Small Cap ETF DFAS Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$18.4K	Buy	+350	New	+$19K	0.01%	116

Other funds holding DFAS

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clear Perspectives Financial Planning's DFAS Position: Q1 2023 in Review

Clear Perspectives Financial Planning opened a new position in Dimensional US Small Cap ETF (DFAS) in Q1 2023: 350 shares worth $18.4K. The stake represents 0.01% of the portfolio and ranks #116 among its holdings.

457 funds tracked by Wall St. Rank hold DFAS as of Q1 2023.

Clear Perspectives Financial Planning held 350 shares of Dimensional US Small Cap ETF worth $18.4K as of Q1 2023.
Dimensional US Small Cap ETF was a new Clear Perspectives Financial Planning position in Q1 2023.
Dimensional US Small Cap ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #116 holding.
457 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.