Oakwell Private Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Oakwell Private Wealth 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
2024 Q3	–	Sell	-3,353	Closed	-$201K	–	63
2024 Q2	$201K	Hold	3,353	–	–	0.06%	65
2024 Q1	$209K	Buy	+3,353	New	+$198K	0.06%	62
2022 Q2	–	Sell	-3,601	Closed	-$202K	–	59
2022 Q1	$202K	Hold	3,601	–	–	0.1%	59
2021 Q4	$216K	Sell	3,601 -33	-0.9%	-$1.99K	0.11%	59
2021 Q3	$209K	Sell	3,634 -1,587	-30%	-$91.5K	0.11%	58
2021 Q2	$305K	Buy	+5,221	New	+$304K	0.2%	50

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Oakwell Private Wealth Management's DFAS Position: Q3 2024 in Review

Oakwell Private Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2024, closing a stake of 3,353 shares — an estimated $201K sold.

Oakwell Private Wealth Management first reported a position in DFAS in Q2 2021 and held it in 6 quarters. The position peaked at $305K in Q2 2021. 655 funds tracked by Wall St. Rank hold DFAS as of Q3 2024.

Oakwell Private Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q3 2024 after selling out during the quarter.
Oakwell Private Wealth Management sold 3,353 Dimensional US Small Cap ETF shares in Q3 2024, an estimated $201K.
Oakwell Private Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 6 quarters.
Oakwell Private Wealth Management's Dimensional US Small Cap ETF position peaked at $305K in Q2 2021.
655 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2024.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.