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First Command Bank’s Dimensional US Small Cap ETF 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
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
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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

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

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