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Gunn & Company Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Gunn & Company Investment Management’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
2024
Q3 		$732K Hold
11,288
– – 0.5% 42
2024
Q2 		$678K Hold
11,288
– – 0.04% 79
2024
Q1 		$704K Hold
11,288
– – 0.53% 39
2023
Q4 		$673K Sell
11,288
-560
-5% -$30K 0.04% 66
2023
Q3 		$622K Buy
+11,848
New +$653K 0.55% 39

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Gunn & Company Investment Management's DFAS Position: Q3 2024 in Review

Gunn & Company Investment Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q3 2024 at 11,288 shares worth $732K. The position accounts for 0.5% of the portfolio, ranked #42.

Gunn & Company Investment Management first reported a position in DFAS in Q3 2023 and has held it in 5 quarters since. 656 funds tracked by Wall St. Rank hold DFAS as of Q3 2024.

  • Gunn & Company Investment Management held 11,288 shares of Dimensional US Small Cap ETF worth $732K as of Q3 2024.
  • Gunn & Company Investment Management left its Dimensional US Small Cap ETF share count unchanged in Q3 2024.
  • Dimensional US Small Cap ETF made up 0.5% of Gunn & Company Investment Management's portfolio in Q3 2024, its #42 holding.
  • Gunn & Company Investment Management first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 5 quarters since.
  • 656 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.