MAM
DFAS icon

Marquette Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Marquette Asset 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
2022
Q2 		– Sell
-316
Closed -$18K – 326
2022
Q1 		$18K Hold
316
– – ﹤0.01% 238
2021
Q4 		$19K Hold
316
– – ﹤0.01% 230
2021
Q3 		$18K Buy
+316
New +$18.2K ﹤0.01% 226

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
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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Marquette Asset Management's DFAS Position: Q2 2022 in Review

Marquette Asset Management sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2022, closing a stake of 316 shares — an estimated $18K sold.

Marquette Asset Management first reported a position in DFAS in Q3 2021 and held it in 3 quarters. The position peaked at $19K in Q4 2021. 358 funds tracked by Wall St. Rank hold DFAS as of Q2 2022.

  • Marquette Asset Management reported no remaining Dimensional US Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Marquette Asset Management sold 316 Dimensional US Small Cap ETF shares in Q2 2022, an estimated $18K.
  • Marquette Asset Management first reported a position in Dimensional US Small Cap ETF in Q3 2021 and held it in 3 quarters.
  • Marquette Asset Management's Dimensional US Small Cap ETF position peaked at $19K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2022.

Based on Marquette Asset Management's 13F filing for Q2 2022, filed 15 Jul 2022.