EP
DFAS icon

Equius Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Equius Partners’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
Q4 		$3.11M Sell
60,750
-700
-1% -$36K 0.96% 7
2022
Q3 		$2.86M Sell
61,450
-2,273
-4% -$116K 1.03% 5
2022
Q2 		$3.06M Sell
63,723
-6,067
-9% -$315K 1.04% 5
2022
Q1 		$3.91M Sell
69,790
-485
-0.7% -$27.3K 1.69% 4
2021
Q4 		$4.22M Buy
+70,275
New +$4.24M 1.78% 4

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

Equius Partners's DFAS Position: Q4 2022 in Review

Equius Partners reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.1% in Q4 2022, selling an estimated $36K and leaving 60,750 shares worth $3.11M. The position accounts for 0.96% of the portfolio, ranked #7.

Equius Partners first reported a position in DFAS in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.22M in Q4 2021. 442 funds tracked by Wall St. Rank hold DFAS as of Q4 2022.

  • Equius Partners held 60,750 shares of Dimensional US Small Cap ETF worth $3.11M as of Q4 2022.
  • Equius Partners sold 700 Dimensional US Small Cap ETF shares in Q4 2022, an estimated $36K.
  • Dimensional US Small Cap ETF made up 0.96% of Equius Partners's portfolio in Q4 2022, its #7 holding.
  • Equius Partners first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 5 quarters since.
  • Equius Partners's Dimensional US Small Cap ETF position peaked at $4.22M in Q4 2021.
  • 442 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.