Lumature Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$56.1K	Buy	+1,024	New	+$53.4K	0.03%	218

Other funds holding DFAS

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lumature Wealth Partners's DFAS Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2023: 1,024 shares worth $56.1K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings.

485 funds tracked by Wall St. Rank hold DFAS as of Q2 2023.

Lumature Wealth Partners held 1,024 shares of Dimensional US Small Cap ETF worth $56.1K as of Q2 2023.
Dimensional US Small Cap ETF was a new Lumature Wealth Partners position in Q2 2023.
Dimensional US Small Cap ETF made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #218 holding.
485 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.