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Regal Wealth Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Regal Wealth 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
Q4 		$8.23M Buy
142,852
+4,879
+4% +$261K 5.07% 6
2023
Q3 		$7.24M Buy
137,973
+2,656
+2% +$146K 4.95% 6
2023
Q2 		$7.33M Buy
135,317
+102,116
+308% +$5.33M 4.81% 6
2023
Q1 		$1.74M Buy
+33,201
New +$1.8M 1.24% 22

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Regal Wealth Group's DFAS Position: Q4 2023 in Review

Regal Wealth Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.5% in Q4 2023, buying an estimated $261K and bringing the position to 142,852 shares worth $8.23M. The position accounts for 5.07% of the portfolio, ranked #6.

Regal Wealth Group first reported a position in DFAS in Q1 2023 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold DFAS as of Q4 2023.

  • Regal Wealth Group held 142,852 shares of U.S. Small Cap Portfolio ETF Class Shares worth $8.23M as of Q4 2023.
  • Regal Wealth Group bought 4,879 U.S. Small Cap Portfolio ETF Class Shares shares in Q4 2023, an estimated $261K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 5.07% of Regal Wealth Group's portfolio in Q4 2023, its #6 holding.
  • Regal Wealth Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2023 and has held it in 4 quarters since.
  • 579 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.