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Impact Partnership Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-251
Closed -$13.8K – 1052
2023
Q2 		$13.8K Buy
+251
New +$13.1K ﹤0.01% 388

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Bank of America
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BSW
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
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APF
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Impact Partnership Wealth's DFAS Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2023, closing a stake of 251 shares — an estimated $13.8K sold.

Impact Partnership Wealth first reported a position in DFAS in Q2 2023 and held it in 1 quarter. The position peaked at $13.8K in Q2 2023. 499 funds tracked by Wall St. Rank hold DFAS as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Dimensional US Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 251 Dimensional US Small Cap ETF shares in Q3 2023, an estimated $13.8K.
  • Impact Partnership Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Dimensional US Small Cap ETF position peaked at $13.8K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.