PSUF
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People's United Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

People's United Financial’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
Q1 		$301K Buy
5,378
+1,938
+56% +$109K 0.01% 532
2021
Q4 		$206K Buy
+3,440
New +$208K ﹤0.01% 651
2021
Q3 		– Sell
-3,440
Closed -$201K – 725
2021
Q2 		$201K Buy
+3,440
New +$200K ﹤0.01% 710

Other funds holding DFAS

Creative Planning
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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 $80B AUM 26.12% 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

People's United Financial's DFAS Position: Q1 2022 in Review

People's United Financial increased its Dimensional US Small Cap ETF (DFAS) stake by 56% in Q1 2022, buying an estimated $109K and bringing the position to 5,378 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #532.

People's United Financial first reported a position in DFAS in Q2 2021 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold DFAS as of Q1 2022.

  • People's United Financial held 5,378 shares of Dimensional US Small Cap ETF worth $301K as of Q1 2022.
  • People's United Financial bought 1,938 Dimensional US Small Cap ETF shares in Q1 2022, an estimated $109K.
  • Dimensional US Small Cap ETF made up 0.01% of People's United Financial's portfolio in Q1 2022, its #532 holding.
  • People's United Financial first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 3 quarters since.
  • 319 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.