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

Dimensional Fund 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
2021
Q4 		– Sell
-246,023
Closed -$14.1M – 3544
2021
Q3 		$14.1M Sell
246,023
-30,370
-11% -$1.75M ﹤0.01% 2170
2021
Q2 		$16.1M Buy
+276,393
New +$16.1M 0.01% 2149

Other funds holding DFAS

Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Plancorp LLC
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 $80.9B AUM 26.08% 1-Year Est. Return
Evanson Asset Management
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

Dimensional Fund Advisors's DFAS Position: Q4 2021 in Review

Dimensional Fund Advisors sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q4 2021, closing a stake of 246,023 shares — an estimated $14.1M sold.

Dimensional Fund Advisors first reported a position in DFAS in Q2 2021 and held it in 2 quarters. The position peaked at $16.1M in Q2 2021. 330 funds tracked by Wall St. Rank hold DFAS as of Q4 2021.

  • Dimensional Fund Advisors reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q4 2021 after selling out during the quarter.
  • Dimensional Fund Advisors sold 246,023 U.S. Small Cap Portfolio ETF Class Shares shares in Q4 2021, an estimated $14.1M.
  • Dimensional Fund Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and held it in 2 quarters.
  • Dimensional Fund Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $16.1M in Q2 2021.
  • 330 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q4 2021.

Based on Dimensional Fund Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.