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Liberty Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-703
Closed -$40K – 383
2021
Q3 		$40K Hold
703
– – 0.01% 466
2021
Q2 		$41K Buy
+703
New +$40.9K 0.02% 357

Other funds holding DFAS

IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
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
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

Liberty Wealth Management's DFAS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2021, closing a stake of 703 shares — an estimated $40K sold.

Liberty Wealth Management first reported a position in DFAS in Q2 2021 and held it in 2 quarters. The position peaked at $41K in Q2 2021. 328 funds tracked by Wall St. Rank hold DFAS as of Q4 2021.

  • Liberty Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 703 Dimensional US Small Cap ETF shares in Q4 2021, an estimated $40K.
  • Liberty Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Dimensional US Small Cap ETF position peaked at $41K in Q2 2021.
  • 328 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.