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FormulaFolio Investments’s Dimensional US Small Cap ETF DFAS Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$104K Buy
+1,776
New +$103K 0.03% 109

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

FormulaFolio Investments's DFAS Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2021: 1,776 shares worth $104K. The stake represents 0.03% of the portfolio and ranks #109 among its holdings.

217 funds tracked by Wall St. Rank hold DFAS as of Q2 2021.

  • FormulaFolio Investments held 1,776 shares of Dimensional US Small Cap ETF worth $104K as of Q2 2021.
  • Dimensional US Small Cap ETF was a new FormulaFolio Investments position in Q2 2021.
  • Dimensional US Small Cap ETF made up 0.03% of FormulaFolio Investments's portfolio in Q2 2021, its #109 holding.
  • 217 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.