Harrison & Co Wealth Management’s Dimensional US Small Cap ETF 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

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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 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 Dimensional US Small Cap ETF (DFAS) in Q4 2022: 6,735 shares worth $344K. The stake represents 0.33% of the portfolio and ranks #73 among its holdings.

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

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

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