Osborne Partners Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Osborne Partners Capital 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	-8,443	Closed	-$473K	–	207
2022 Q1	$473K	Hold	8,443	–	–	0.03%	145
2021 Q4	$506K	Hold	8,443	–	–	0.04%	149
2021 Q3	$485K	Hold	8,443	–	–	0.04%	144
2021 Q2	$493K	Buy	+8,443	New	+$491K	0.04%	149

Other funds holding DFAS

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 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

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 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

Osborne Partners Capital Management's DFAS Position: Q2 2022 in Review

Osborne Partners Capital Management sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2022, closing a stake of 8,443 shares — an estimated $473K sold.

Osborne Partners Capital Management first reported a position in DFAS in Q2 2021 and held it in 4 quarters. The position peaked at $506K in Q4 2021. 358 funds tracked by Wall St. Rank hold DFAS as of Q2 2022.

Osborne Partners Capital Management reported no remaining Dimensional US Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Osborne Partners Capital Management sold 8,443 Dimensional US Small Cap ETF shares in Q2 2022, an estimated $473K.
Osborne Partners Capital Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 4 quarters.
Osborne Partners Capital Management's Dimensional US Small Cap ETF position peaked at $506K in Q4 2021.
358 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2022.

Based on Osborne Partners Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.