First Command Bank’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

First Command Bank’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 Q2	$11.3M	Buy	+206,344	New	+$10.8M	1.06%	15

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

First Command Bank's DFAS Position: Q2 2023 in Review

First Command Bank opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2023: 206,344 shares worth $11.3M. The stake represents 1.06% of the portfolio and ranks #15 among its holdings.

487 funds tracked by Wall St. Rank hold DFAS as of Q2 2023.

First Command Bank held 206,344 shares of U.S. Small Cap Portfolio ETF Class Shares worth $11.3M as of Q2 2023.
U.S. Small Cap Portfolio ETF Class Shares was a new First Command Bank position in Q2 2023.
U.S. Small Cap Portfolio ETF Class Shares made up 1.06% of First Command Bank's portfolio in Q2 2023, its #15 holding.
487 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.