DHGWA
DFAS icon

Dixon Hughes Goodman Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$29.5M Sell
526,988
-8,190
-2% -$461K 8.47% 3
2021
Q4 		$32.1M Buy
+535,178
New +$32.3M 10.46% 3

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
EAM
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

Dixon Hughes Goodman Wealth Advisors's DFAS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.5% in Q1 2022, selling an estimated $461K and leaving 526,988 shares worth $29.5M. The position accounts for 8.47% of the portfolio, ranked #3.

Dixon Hughes Goodman Wealth Advisors first reported a position in DFAS in Q4 2021 and has held it in 2 quarters since. The position peaked at $32.1M in Q4 2021. 318 funds tracked by Wall St. Rank hold DFAS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 526,988 shares of Dimensional US Small Cap ETF worth $29.5M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 8,190 Dimensional US Small Cap ETF shares in Q1 2022, an estimated $461K.
  • Dimensional US Small Cap ETF made up 8.47% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #3 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Dimensional US Small Cap ETF position peaked at $32.1M in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.