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Relaxing Retirement Coach’s Dimensional US Small Cap ETF DFAS Stock Holding History

Relaxing Retirement Coach’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 		$29.3M Buy
534,148
+23,348
+5% +$1.22M 8.81% 3
2023
Q1 		$26.9M Buy
510,800
+24,120
+5% +$1.31M 8.97% 3
2022
Q4 		$24.9M Buy
486,680
+57,079
+13% +$2.94M 9.22% 3
2022
Q3 		$20M Buy
429,601
+35,104
+9% +$1.79M 9.44% 3
2022
Q2 		$18.9M Buy
394,497
+61,836
+19% +$3.21M 9.55% 2
2022
Q1 		$18.6M Buy
332,661
+78,432
+31% +$4.42M 9.57% 3
2021
Q4 		$15.3M Buy
254,229
+96,312
+61% +$5.82M 8.77% 2
2021
Q3 		$9.08M Buy
157,917
+15,346
+11% +$885K 7.44% 3
2021
Q2 		$8.33M Buy
+142,571
New +$8.29M 7.08% 4

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
IFA
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
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
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Relaxing Retirement Coach's DFAS Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional US Small Cap ETF (DFAS) stake by 4.6% in Q2 2023, buying an estimated $1.22M and bringing the position to 534,148 shares worth $29.3M. The position accounts for 8.81% of the portfolio, ranked #3.

Relaxing Retirement Coach first reported a position in DFAS in Q2 2021 and has held it in 9 quarters since. 486 funds tracked by Wall St. Rank hold DFAS as of Q2 2023.

  • Relaxing Retirement Coach held 534,148 shares of Dimensional US Small Cap ETF worth $29.3M as of Q2 2023.
  • Relaxing Retirement Coach bought 23,348 Dimensional US Small Cap ETF shares in Q2 2023, an estimated $1.22M.
  • Dimensional US Small Cap ETF made up 8.81% of Relaxing Retirement Coach's portfolio in Q2 2023, its #3 holding.
  • Relaxing Retirement Coach first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 9 quarters since.
  • 486 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.