HBC Financial Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

HBC Financial Services’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 Q4	$10K	Buy	+162	New	+$10.8K	0.01%	118

Other funds holding DFAS

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

TWA

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

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

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

HBC Financial Services's DFAS Position: Q4 2024 in Review

HBC Financial Services opened a new position in Dimensional US Small Cap ETF (DFAS) in Q4 2024: 162 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #118 among its holdings.

741 funds tracked by Wall St. Rank hold DFAS as of Q4 2024.

HBC Financial Services held 162 shares of Dimensional US Small Cap ETF worth $10K as of Q4 2024.
Dimensional US Small Cap ETF was a new HBC Financial Services position in Q4 2024.
Dimensional US Small Cap ETF made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #118 holding.
741 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.