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Crown Wealth Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Crown Wealth 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
2022
Q3 		– Sell
-29,703
Closed -$1.43M – 58
2022
Q2 		$1.43M Sell
29,703
-4,637
-14% -$240K 1.29% 19
2022
Q1 		$1.93M Buy
+34,340
New +$1.93M 1.34% 17

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
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
PL
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Crown Wealth Group's DFAS Position: Q3 2022 in Review

Crown Wealth Group sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2022, closing a stake of 29,703 shares — an estimated $1.43M sold.

Crown Wealth Group first reported a position in DFAS in Q1 2022 and held it in 2 quarters. The position peaked at $1.93M in Q1 2022. 370 funds tracked by Wall St. Rank hold DFAS as of Q3 2022.

  • Crown Wealth Group reported no remaining Dimensional US Small Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Crown Wealth Group sold 29,703 Dimensional US Small Cap ETF shares in Q3 2022, an estimated $1.43M.
  • Crown Wealth Group first reported a position in Dimensional US Small Cap ETF in Q1 2022 and held it in 2 quarters.
  • Crown Wealth Group's Dimensional US Small Cap ETF position peaked at $1.93M in Q1 2022.
  • 370 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2022.

Based on Crown Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.