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Harrison & Co Wealth Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Harrison & Co Wealth 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
2022
Q4 		$344K Buy
+6,735
New +$347K 0.33% 73

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IFA
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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 $424B AUM 22.9% 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
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Harrison & Co Wealth Management's DFAS Position: Q4 2022 in Review

Harrison & Co Wealth Management opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q4 2022: 6,735 shares worth $344K. The stake represents 0.33% of the portfolio and ranks #73 among its holdings.

444 funds tracked by Wall St. Rank hold DFAS as of Q4 2022.

  • Harrison & Co Wealth Management held 6,735 shares of U.S. Small Cap Portfolio ETF Class Shares worth $344K as of Q4 2022.
  • U.S. Small Cap Portfolio ETF Class Shares was a new Harrison & Co Wealth Management position in Q4 2022.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.33% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #73 holding.
  • 444 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.