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MUFG Americas’s Dimensional US Small Cap ETF DFAS Stock Holding History

MUFG Americas’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
Q4 		– Sell
-8,739
Closed -$407K – 181
2022
Q3 		$407K Sell
8,739
-800
-8% -$40.9K 0.01% 320
2022
Q2 		$458K Hold
9,539
– – 0.01% 317
2022
Q1 		$535K Hold
9,539
– – 0.01% 314
2021
Q4 		$572K Hold
9,539
– – 0.01% 311
2021
Q3 		$548K Buy
9,539
+3,086
+48% +$178K 0.01% 309
2021
Q2 		$377K Buy
+6,453
New +$375K 0.01% 340

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

MUFG Americas's DFAS Position: Q4 2022 in Review

MUFG Americas sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2022, closing a stake of 8,739 shares — an estimated $407K sold.

MUFG Americas first reported a position in DFAS in Q2 2021 and held it in 6 quarters. The position peaked at $572K in Q4 2021. 442 funds tracked by Wall St. Rank hold DFAS as of Q4 2022.

  • MUFG Americas reported no remaining Dimensional US Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 8,739 Dimensional US Small Cap ETF shares in Q4 2022, an estimated $407K.
  • MUFG Americas first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 6 quarters.
  • MUFG Americas's Dimensional US Small Cap ETF position peaked at $572K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.