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Dubuque Bank & Trust’s Dimensional US Small Cap ETF DFAS Stock Holding History

Dubuque Bank & Trust’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
2023
Q3 		$819K Buy
+15,594
New +$859K 0.11% 94

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Dubuque Bank & Trust's DFAS Position: Q3 2023 in Review

Dubuque Bank & Trust opened a new position in Dimensional US Small Cap ETF (DFAS) in Q3 2023: 15,594 shares worth $819K. The stake represents 0.11% of the portfolio and ranks #94 among its holdings.

499 funds tracked by Wall St. Rank hold DFAS as of Q3 2023.

  • Dubuque Bank & Trust held 15,594 shares of Dimensional US Small Cap ETF worth $819K as of Q3 2023.
  • Dimensional US Small Cap ETF was a new Dubuque Bank & Trust position in Q3 2023.
  • Dimensional US Small Cap ETF made up 0.11% of Dubuque Bank & Trust's portfolio in Q3 2023, its #94 holding.
  • 499 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2023.

Based on Dubuque Bank & Trust's 13F filing for Q3 2023, filed 27 Oct 2023.