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

Oxford 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
2023 Q2	–	Sell	-480	Closed	-$25.3K	–	295
2023 Q1	$25.3K	Hold	480	–	–	﹤0.01%	231
2022 Q4	$24.6K	Hold	480	–	–	﹤0.01%	234
2022 Q3	$22K	Sell	480 -5,304	-92%	-$271K	﹤0.01%	213
2022 Q2	$278K	Hold	5,784	–	–	0.04%	156
2022 Q1	$324K	Hold	5,784	–	–	0.04%	152
2021 Q4	$347K	Hold	5,784	–	–	0.04%	153
2021 Q3	$333K	Sell	5,784 -520	-8%	-$30K	0.04%	141
2021 Q2	$368K	Buy	+6,304	New	+$367K	0.05%	130

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Oxford Financial Group's DFAS Position: Q2 2023 in Review

Oxford Financial Group sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2023, closing a stake of 480 shares — an estimated $25.3K sold.

Oxford Financial Group first reported a position in DFAS in Q2 2021 and held it in 8 quarters. The position peaked at $368K in Q2 2021. 485 funds tracked by Wall St. Rank hold DFAS as of Q2 2023.

Oxford Financial Group reported no remaining Dimensional US Small Cap ETF position as of Q2 2023 after selling out during the quarter.
Oxford Financial Group sold 480 Dimensional US Small Cap ETF shares in Q2 2023, an estimated $25.3K.
Oxford Financial Group first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 8 quarters.
Oxford Financial Group's Dimensional US Small Cap ETF position peaked at $368K in Q2 2021.
485 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2023.

Based on Oxford Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.