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Keel Point’s Dimensional US Small Cap ETF DFAS Stock Holding History

Keel Point’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
2021
Q3 		– Sell
-4,554
Closed -$266K – 270
2021
Q2 		$266K Buy
+4,554
New +$265K 0.03% 214

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Keel Point's DFAS Position: Q3 2021 in Review

Keel Point sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2021, closing a stake of 4,554 shares — an estimated $266K sold.

Keel Point first reported a position in DFAS in Q2 2021 and held it in 1 quarter. The position peaked at $266K in Q2 2021. 237 funds tracked by Wall St. Rank hold DFAS as of Q3 2021.

  • Keel Point reported no remaining Dimensional US Small Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Keel Point sold 4,554 Dimensional US Small Cap ETF shares in Q3 2021, an estimated $266K.
  • Keel Point first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 1 quarter.
  • Keel Point's Dimensional US Small Cap ETF position peaked at $266K in Q2 2021.
  • 237 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2021.

Based on Keel Point's 13F filing for Q3 2021, filed 4 Nov 2021.