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Next Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Next Financial 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
Q4 		$114K Buy
1,900
+1,600
+533% +$96.6K 0.01% 1102
2021
Q3 		$17K Buy
+300
New +$17.3K ﹤0.01% 1852

Other funds holding DFAS

IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
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
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
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

Next Financial Group's DFAS Position: Q4 2021 in Review

Next Financial Group increased its Dimensional US Small Cap ETF (DFAS) stake by 533% in Q4 2021, buying an estimated $96.6K and bringing the position to 1,900 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #1102.

Next Financial Group first reported a position in DFAS in Q3 2021 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold DFAS as of Q4 2021.

  • Next Financial Group held 1,900 shares of Dimensional US Small Cap ETF worth $114K as of Q4 2021.
  • Next Financial Group bought 1,600 Dimensional US Small Cap ETF shares in Q4 2021, an estimated $96.6K.
  • Dimensional US Small Cap ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1102 holding.
  • Next Financial Group first reported a position in Dimensional US Small Cap ETF in Q3 2021 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.