MCG
DFAS icon

MACRO Consulting Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

MACRO Consulting Group’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
Q2 		$226K Buy
+3,876
New +$225K 0.12% 102

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

MACRO Consulting Group's DFAS Position: Q2 2021 in Review

MACRO Consulting Group opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2021: 3,876 shares worth $226K. The stake represents 0.12% of the portfolio and ranks #102 among its holdings.

217 funds tracked by Wall St. Rank hold DFAS as of Q2 2021.

  • MACRO Consulting Group held 3,876 shares of Dimensional US Small Cap ETF worth $226K as of Q2 2021.
  • Dimensional US Small Cap ETF was a new MACRO Consulting Group position in Q2 2021.
  • Dimensional US Small Cap ETF made up 0.12% of MACRO Consulting Group's portfolio in Q2 2021, its #102 holding.
  • 217 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.