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Romano Brothers & Co’s Dimensional US Small Cap ETF DFAS Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-556
Closed -$28.4K – 458
2022
Q4 		$28.4K Buy
+556
New +$28.6K ﹤0.01% 565

Other funds holding DFAS

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Romano Brothers & Co's DFAS Position: Q1 2023 in Review

Romano Brothers & Co sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2023, closing a stake of 556 shares — an estimated $28.4K sold.

Romano Brothers & Co first reported a position in DFAS in Q4 2022 and held it in 1 quarter. The position peaked at $28.4K in Q4 2022. 457 funds tracked by Wall St. Rank hold DFAS as of Q1 2023.

  • Romano Brothers & Co reported no remaining Dimensional US Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 556 Dimensional US Small Cap ETF shares in Q1 2023, an estimated $28.4K.
  • Romano Brothers & Co first reported a position in Dimensional US Small Cap ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Dimensional US Small Cap ETF position peaked at $28.4K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.