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Criterion Capital Advisors’s Dimensional US Small Cap ETF 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 $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

Criterion Capital Advisors held its Dimensional US Small Cap ETF (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. 740 funds tracked by Wall St. Rank hold DFAS as of Q4 2024.

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

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