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Regal Wealth Group’s Dimensional US Small Cap ETF 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 $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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

Regal Wealth Group increased its Dimensional US Small Cap ETF (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. 575 funds tracked by Wall St. Rank hold DFAS as of Q4 2023.

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

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