First Command Financial Services
DFAS icon

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

First Command Financial Services’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 $171B AUM 24.68% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Plancorp LLC
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
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

First Command Financial Services's DFAS Position: Q2 2023 in Review

First Command Financial Services 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 Financial Services 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 Financial Services position in Q2 2023.
  • U.S. Small Cap Portfolio ETF Class Shares made up 1.06% of First Command Financial Services'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 Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.