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Criterion Capital Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Criterion Capital 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
Q4 		$6.74M Hold
112,247
– – 4.25% 5
2024
Q3 		$6.74M Hold
112,247
– – 4.25% 5
2024
Q2 		$6.74M Buy
112,247
+8,790
+8% +$529K 4.25% 5
2024
Q1 		$6.45M Buy
103,457
+6,153
+6% +$364K 4.3% 4
2023
Q4 		$5.8M Buy
+97,304
New +$5.21M 4.21% 4

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Criterion Capital Advisors's DFAS Position: Q4 2024 in Review

Criterion Capital Advisors held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q4 2024 at 112,247 shares worth $6.74M. The position accounts for 4.25% of the portfolio, ranked #5.

Criterion Capital Advisors first reported a position in DFAS in Q4 2023 and has held it in 5 quarters since. 744 funds tracked by Wall St. Rank hold DFAS as of Q4 2024.

  • Criterion Capital Advisors held 112,247 shares of U.S. Small Cap Portfolio ETF Class Shares worth $6.74M as of Q4 2024.
  • Criterion Capital Advisors left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q4 2024.
  • U.S. Small Cap Portfolio ETF Class Shares made up 4.25% of Criterion Capital Advisors's portfolio in Q4 2024, its #5 holding.
  • Criterion Capital Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 5 quarters since.
  • 744 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.