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

HCR 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
Q1 		– Sell
-4,957
Closed -$297K – 192
2021
Q4 		$297K Buy
4,957
+451
+10% +$27.2K 0.05% 164
2021
Q3 		$259K Buy
+4,506
New +$260K 0.04% 171

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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 $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
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

HCR Wealth Advisors's DFAS Position: Q1 2022 in Review

HCR Wealth Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2022, closing a stake of 4,957 shares — an estimated $297K sold.

HCR Wealth Advisors first reported a position in DFAS in Q3 2021 and held it in 2 quarters. The position peaked at $297K in Q4 2021. 318 funds tracked by Wall St. Rank hold DFAS as of Q1 2022.

  • HCR Wealth Advisors reported no remaining Dimensional US Small Cap ETF position as of Q1 2022 after selling out during the quarter.
  • HCR Wealth Advisors sold 4,957 Dimensional US Small Cap ETF shares in Q1 2022, an estimated $297K.
  • HCR Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2021 and held it in 2 quarters.
  • HCR Wealth Advisors's Dimensional US Small Cap ETF position peaked at $297K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2022.

Based on HCR Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.