RRC
DFAS icon

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 $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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return