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Gibson Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Gibson Wealth Advisors’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
Q3 		– Sell
-12
Closed -$1K – 116
2022
Q2 		$1K Hold
12
– – ﹤0.01% 108
2022
Q1 		$1K Hold
12
– – ﹤0.01% 117
2021
Q4 		$1K Buy
+12
New +$725 ﹤0.01% 100

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IFA
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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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Gibson Wealth Advisors's DFAS Position: Q3 2022 in Review

Gibson Wealth Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Gibson Wealth Advisors first reported a position in DFAS in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 370 funds tracked by Wall St. Rank hold DFAS as of Q3 2022.

  • Gibson Wealth Advisors reported no remaining Dimensional US Small Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Gibson Wealth Advisors sold 12 Dimensional US Small Cap ETF shares in Q3 2022, an estimated $1K.
  • Gibson Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 3 quarters.
  • Gibson Wealth Advisors's Dimensional US Small Cap ETF position peaked at $1K in Q2 2022.
  • 370 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2022.

Based on Gibson Wealth Advisors's 13F filing for Q3 2022, filed 22 Nov 2022.