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Mutual Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Mutual Advisors’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
2024
Q3 		– Sell
-11,345
Closed -$733K – 1105
2024
Q2 		$733K Buy
+11,345
New +$683K 0.02% 579
2024
Q1 		– Sell
-112,850
Closed -$6.73M – 1088
2023
Q4 		$6.73M Buy
112,850
+42,184
+60% +$2.26M 0.23% 83
2023
Q3 		$3.71M Buy
70,666
+42,739
+153% +$2.35M 0.14% 148
2023
Q2 		$1.53M Buy
27,927
+7,143
+34% +$373K 0.06% 319
2023
Q1 		$1.1M Buy
20,784
+2,273
+12% +$123K 0.04% 404
2022
Q4 		$947K Buy
18,511
+581
+3% +$29.9K 0.04% 421
2022
Q3 		$834K Hold
17,930
– – 0.04% 418
2022
Q2 		$861K Sell
17,930
-251
-1% -$13K 0.06% 379
2022
Q1 		$1.02M Buy
18,181
+120
+0.7% +$6.76K 0.06% 373
2021
Q4 		$1.08M Buy
18,061
+74
+0.4% +$4.47K 0.06% 360
2021
Q3 		$1.03M Buy
17,987
+115
+0.6% +$6.63K 0.06% 348
2021
Q2 		$1.04M Buy
+17,872
New +$1.04M 0.06% 346

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Mutual Advisors's DFAS Position: Q3 2024 in Review

Mutual Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2024, closing a stake of 11,345 shares — an estimated $733K sold.

Mutual Advisors first reported a position in DFAS in Q2 2021 and held it in 12 quarters. The position peaked at $6.73M in Q4 2023. 655 funds tracked by Wall St. Rank hold DFAS as of Q3 2024.

  • Mutual Advisors reported no remaining Dimensional US Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 11,345 Dimensional US Small Cap ETF shares in Q3 2024, an estimated $733K.
  • Mutual Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 12 quarters.
  • Mutual Advisors's Dimensional US Small Cap ETF position peaked at $6.73M in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.