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Lee Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Lee Financial’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
Q1 		– Sell
-1,129
Closed -$67.3K – 321
2023
Q4 		$67.3K Hold
1,129
– – 0.01% 208
2023
Q3 		$59.3K Hold
1,129
– – 0.01% 200
2023
Q2 		$61.9K Hold
1,129
– – 0.01% 203
2023
Q1 		$59.5K Buy
1,129
+805
+248% +$43.6K 0.01% 219
2022
Q4 		$16.6K Buy
+324
New +$16.7K ﹤0.01% 380

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Lee Financial's DFAS Position: Q1 2024 in Review

Lee Financial sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2024, closing a stake of 1,129 shares — an estimated $67.3K sold.

Lee Financial first reported a position in DFAS in Q4 2022 and held it in 5 quarters. The position peaked at $67.3K in Q4 2023. 608 funds tracked by Wall St. Rank hold DFAS as of Q1 2024.

  • Lee Financial reported no remaining Dimensional US Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,129 Dimensional US Small Cap ETF shares in Q1 2024, an estimated $67.3K.
  • Lee Financial first reported a position in Dimensional US Small Cap ETF in Q4 2022 and held it in 5 quarters.
  • Lee Financial's Dimensional US Small Cap ETF position peaked at $67.3K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.