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HoyleCohen’s Dimensional US Small Cap ETF DFAS Stock Holding History

HoyleCohen’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 		– Sell
-4,625
Closed -$215K – 266
2022
Q3 		$215K Buy
4,625
+30
+0.7% +$1.53K 0.02% 240
2022
Q2 		$221K Buy
4,595
+525
+13% +$27.2K 0.02% 240
2022
Q1 		$228K Buy
4,070
+500
+14% +$28.1K 0.02% 250
2021
Q4 		$214K Buy
+3,570
New +$216K 0.02% 268

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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 $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

HoyleCohen's DFAS Position: Q4 2022 in Review

HoyleCohen sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2022, closing a stake of 4,625 shares — an estimated $215K sold.

HoyleCohen first reported a position in DFAS in Q4 2021 and held it in 4 quarters. The position peaked at $228K in Q1 2022. 442 funds tracked by Wall St. Rank hold DFAS as of Q4 2022.

  • HoyleCohen reported no remaining Dimensional US Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • HoyleCohen sold 4,625 Dimensional US Small Cap ETF shares in Q4 2022, an estimated $215K.
  • HoyleCohen first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 4 quarters.
  • HoyleCohen's Dimensional US Small Cap ETF position peaked at $228K in Q1 2022.
  • 442 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2022.

Based on HoyleCohen's 13F filing for Q4 2022, filed 14 Feb 2023.