MAS
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Managed Account Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Managed Account Services’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
Q3 		$5.82M Sell
101,195
-7,776
-7% -$449K 1.53% 21
2021
Q2 		$6.36M Buy
+108,971
New +$6.34M 1.52% 22

Other funds holding DFAS

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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $8.15B AUM 20.12% 1-Year Est. Return

Managed Account Services's DFAS Position: Q3 2021 in Review

Managed Account Services reduced its Dimensional US Small Cap ETF (DFAS) stake by 7.1% in Q3 2021, selling an estimated $449K and leaving 101,195 shares worth $5.82M. The position accounts for 1.53% of the portfolio, ranked #21.

Managed Account Services first reported a position in DFAS in Q2 2021 and has held it in 2 quarters since. The position peaked at $6.36M in Q2 2021. 237 funds tracked by Wall St. Rank hold DFAS as of Q3 2021.

  • Managed Account Services held 101,195 shares of Dimensional US Small Cap ETF worth $5.82M as of Q3 2021.
  • Managed Account Services sold 7,776 Dimensional US Small Cap ETF shares in Q3 2021, an estimated $449K.
  • Dimensional US Small Cap ETF made up 1.53% of Managed Account Services's portfolio in Q3 2021, its #21 holding.
  • Managed Account Services first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 2 quarters since.
  • Managed Account Services's Dimensional US Small Cap ETF position peaked at $6.36M in Q2 2021.
  • 237 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.