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RGT Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

RGT Wealth Advisors’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
Q3 		$375K Sell
8,051
-3,261
-29% -$167K 0.06% 53
2022
Q2 		$543K Sell
11,312
-4,280
-27% -$222K 0.09% 48
2022
Q1 		$874K Buy
15,592
+2,630
+20% +$148K 0.14% 42
2021
Q4 		$778K Buy
+12,962
New +$783K 0.12% 43

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
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 $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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

RGT Wealth Advisors's DFAS Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 29% in Q3 2022, selling an estimated $167K and leaving 8,051 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #53.

RGT Wealth Advisors first reported a position in DFAS in Q4 2021 and has held it in 4 quarters since. The position peaked at $874K in Q1 2022. 371 funds tracked by Wall St. Rank hold DFAS as of Q3 2022.

  • RGT Wealth Advisors held 8,051 shares of Dimensional US Small Cap ETF worth $375K as of Q3 2022.
  • RGT Wealth Advisors sold 3,261 Dimensional US Small Cap ETF shares in Q3 2022, an estimated $167K.
  • Dimensional US Small Cap ETF made up 0.06% of RGT Wealth Advisors's portfolio in Q3 2022, its #53 holding.
  • RGT Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Dimensional US Small Cap ETF position peaked at $874K in Q1 2022.
  • 371 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.