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Laurel Wealth Advisors (California)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Laurel Wealth Advisors (California)’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 		– Sell
-4,693
Closed -$282K – 754
2021
Q4 		$282K Buy
+4,693
New +$283K 0.02% 640

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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 $1.88B AUM 21.09% 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

Laurel Wealth Advisors (California)'s DFAS Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2022, closing a stake of 4,693 shares — an estimated $282K sold.

Laurel Wealth Advisors (California) first reported a position in DFAS in Q4 2021 and held it in 1 quarter. The position peaked at $282K in Q4 2021. 318 funds tracked by Wall St. Rank hold DFAS as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Dimensional US Small Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,693 Dimensional US Small Cap ETF shares in Q1 2022, an estimated $282K.
  • Laurel Wealth Advisors (California) first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Dimensional US Small Cap ETF position peaked at $282K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.