Colony Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Colony Group’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 Q3	$203K	Buy	+3,864	New	+$213K	﹤0.01%	727

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Colony Group's DFAS Position: Q3 2023 in Review

Colony Group opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2023: 3,864 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

501 funds tracked by Wall St. Rank hold DFAS as of Q3 2023.

Colony Group held 3,864 shares of U.S. Small Cap Portfolio ETF Class Shares worth $203K as of Q3 2023.
U.S. Small Cap Portfolio ETF Class Shares was a new Colony Group position in Q3 2023.
U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of Colony Group's portfolio in Q3 2023, its #727 holding.
501 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.