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Peninsula Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

Peninsula Wealth’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
Q4 		$743K Buy
11,412
+26
+0.2% +$1.74K 0.13% 58
2024
Q3 		$755K Sell
11,386
-834
-7% -$52.2K 0.13% 57
2024
Q2 		$762K Buy
12,220
+4,079
+50% +$245K 0.14% 52
2024
Q1 		$508K Buy
8,141
+605
+8% +$35.8K 0.1% 65
2023
Q4 		$449K Buy
7,536
+252
+3% +$13.5K 0.09% 62
2023
Q3 		$361K Buy
7,284
+1,083
+17% +$59.7K 0.08% 57
2023
Q2 		$340K Buy
6,201
+103
+2% +$5.37K 0.09% 57
2023
Q1 		$321K Buy
6,098
+219
+4% +$11.9K 0.09% 55
2022
Q4 		$301K Buy
+5,879
New +$303K 0.09% 53

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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Peninsula Wealth's DFAS Position: Q4 2024 in Review

Peninsula Wealth increased its Dimensional US Small Cap ETF (DFAS) stake by 0.23% in Q4 2024, buying an estimated $1.74K and bringing the position to 11,412 shares worth $743K. The position accounts for 0.13% of the portfolio, ranked #58.

Peninsula Wealth first reported a position in DFAS in Q4 2022 and has held it in 9 quarters since. The position peaked at $762K in Q2 2024. 740 funds tracked by Wall St. Rank hold DFAS as of Q4 2024.

  • Peninsula Wealth held 11,412 shares of Dimensional US Small Cap ETF worth $743K as of Q4 2024.
  • Peninsula Wealth bought 26 Dimensional US Small Cap ETF shares in Q4 2024, an estimated $1.74K.
  • Dimensional US Small Cap ETF made up 0.13% of Peninsula Wealth's portfolio in Q4 2024, its #58 holding.
  • Peninsula Wealth first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 9 quarters since.
  • Peninsula Wealth's Dimensional US Small Cap ETF position peaked at $762K in Q2 2024.
  • 740 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.