Resource Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Resource Management’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
2021 Q4	$350K	Hold	5,839	–	–	0.04%	135
2021 Q3	$336K	Hold	5,839	–	–	0.04%	135
2021 Q2	$341K	Buy	+5,839	New	+$340K	0.04%	139

Other funds holding DFAS

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

Resource Management's DFAS Position: Q4 2021 in Review

Resource Management held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q4 2021 at 5,839 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #135.

Resource Management first reported a position in DFAS in Q2 2021 and has held it in 3 quarters since. 330 funds tracked by Wall St. Rank hold DFAS as of Q4 2021.

Resource Management held 5,839 shares of U.S. Small Cap Portfolio ETF Class Shares worth $350K as of Q4 2021.
Resource Management left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q4 2021.
U.S. Small Cap Portfolio ETF Class Shares made up 0.04% of Resource Management's portfolio in Q4 2021, its #135 holding.
Resource Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 3 quarters since.
330 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.