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Joseph P. Lucia & Associates’s Dimensional US Small Cap ETF DFAS Stock Holding History

Joseph P. Lucia & Associates’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
2025
Q1 		– Sell
-3,234
Closed -$210K – 143
2024
Q4 		$210K Buy
+3,234
New +$216K 0.09% 129

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Joseph P. Lucia & Associates's DFAS Position: Q1 2025 in Review

Joseph P. Lucia & Associates sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2025, closing a stake of 3,234 shares — an estimated $210K sold.

Joseph P. Lucia & Associates first reported a position in DFAS in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 753 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

  • Joseph P. Lucia & Associates reported no remaining Dimensional US Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 3,234 Dimensional US Small Cap ETF shares in Q1 2025, an estimated $210K.
  • Joseph P. Lucia & Associates first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Dimensional US Small Cap ETF position peaked at $210K in Q4 2024.
  • 753 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2025, filed 14 May 2025.