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Colony Group’s Dimensional US Small Cap ETF 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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Colony Group's DFAS Position: Q3 2023 in Review

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

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

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

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