Resolute Financial’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

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

Resolute Financial's DFAS Position: Q4 2022 in Review

Resolute Financial increased its U.S. Small Cap Portfolio ETF Class Shares (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. 444 funds tracked by Wall St. Rank hold DFAS as of Q4 2022.

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

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