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Resolute Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Resolute 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
Q4 		$830K Buy
16,235
+1,043
+7% +$53.7K 0.71% 36
2022
Q3 		$707K Buy
15,192
+910
+6% +$46.5K 0.67% 32
2022
Q2 		$686K Buy
+14,282
New +$741K 0.6% 37
2022
Q1 		– Sell
-4,373
Closed -$262K – 114
2021
Q4 		$262K Buy
+4,373
New +$264K 0.2% 99

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Resolute Financial's DFAS Position: Q4 2022 in Review

Resolute Financial increased its Dimensional US Small Cap ETF (DFAS) stake by 6.9% in Q4 2022, buying an estimated $53.7K and bringing the position to 16,235 shares worth $830K. The position accounts for 0.71% of the portfolio, ranked #36.

Resolute Financial first reported a position in DFAS in Q4 2021 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold DFAS as of Q4 2022.

  • Resolute Financial held 16,235 shares of Dimensional US Small Cap ETF worth $830K as of Q4 2022.
  • Resolute Financial bought 1,043 Dimensional US Small Cap ETF shares in Q4 2022, an estimated $53.7K.
  • Dimensional US Small Cap ETF made up 0.71% of Resolute Financial's portfolio in Q4 2022, its #36 holding.
  • Resolute Financial first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.