Karpas Strategies’s Dimensional US Small Cap ETF DFAS Stock Holding History

Karpas Strategies’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 Q2	$1.06M	Buy	17,702 +2,672	+18%	+$161K	0.33%	59
2024 Q1	$937K	Buy	15,030 +2,637	+21%	+$156K	0.29%	64
2023 Q4	$739K	Buy	12,393 +3,195	+35%	+$171K	0.24%	67
2023 Q3	$483K	Buy	9,198 +17	+0.2%	+$937	0.18%	76
2023 Q2	$503K	Buy	9,181 +18	+0.2%	+$939	0.17%	80
2023 Q1	$483K	Buy	9,163 +11	+0.1%	+$596	0.17%	81
2022 Q4	$468K	Buy	9,152 +20	+0.2%	+$1.03K	0.16%	82
2022 Q3	$425K	Buy	9,132 +16	+0.2%	+$817	0.16%	81
2022 Q2	$438K	Sell	9,116 -110	-1%	-$5.7K	0.15%	86
2022 Q1	$517K	Buy	9,226 +3,358	+57%	+$189K	0.16%	82
2021 Q4	$352K	Buy	+5,868	New	+$354K	0.11%	97

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWA

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Karpas Strategies's DFAS Position: Q2 2024 in Review

Karpas Strategies increased its Dimensional US Small Cap ETF (DFAS) stake by 18% in Q2 2024, buying an estimated $161K and bringing the position to 17,702 shares worth $1.06M. The position accounts for 0.33% of the portfolio, ranked #59.

Karpas Strategies first reported a position in DFAS in Q4 2021 and has held it in 11 quarters since. 634 funds tracked by Wall St. Rank hold DFAS as of Q2 2024.

Karpas Strategies held 17,702 shares of Dimensional US Small Cap ETF worth $1.06M as of Q2 2024.
Karpas Strategies bought 2,672 Dimensional US Small Cap ETF shares in Q2 2024, an estimated $161K.
Dimensional US Small Cap ETF made up 0.33% of Karpas Strategies's portfolio in Q2 2024, its #59 holding.
Karpas Strategies first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 11 quarters since.
634 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.