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Kings Point Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Kings Point Capital Management’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
Q1 		$85K Hold
1,523
– – 0.01% 298
2021
Q4 		$91K Buy
+1,523
New +$92K 0.01% 310

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IFA
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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 $2.31B AUM 26.52% 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
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

Kings Point Capital Management's DFAS Position: Q1 2022 in Review

Kings Point Capital Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2022 at 1,523 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #298.

Kings Point Capital Management first reported a position in DFAS in Q4 2021 and has held it in 2 quarters since. The position peaked at $91K in Q4 2021. 319 funds tracked by Wall St. Rank hold DFAS as of Q1 2022.

  • Kings Point Capital Management held 1,523 shares of Dimensional US Small Cap ETF worth $85K as of Q1 2022.
  • Kings Point Capital Management left its Dimensional US Small Cap ETF share count unchanged in Q1 2022.
  • Dimensional US Small Cap ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #298 holding.
  • Kings Point Capital Management first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Kings Point Capital Management's Dimensional US Small Cap ETF position peaked at $91K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.