San Francisco Sentry Investment Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

San Francisco Sentry Investment Group’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 Q2	$443K	Buy	+7,589	New	+$441K	0.23%	122

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

EAM

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

San Francisco Sentry Investment Group's DFAS Position: Q2 2021 in Review

San Francisco Sentry Investment Group opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2021: 7,589 shares worth $443K. The stake represents 0.23% of the portfolio and ranks #122 among its holdings.

216 funds tracked by Wall St. Rank hold DFAS as of Q2 2021.

San Francisco Sentry Investment Group held 7,589 shares of Dimensional US Small Cap ETF worth $443K as of Q2 2021.
Dimensional US Small Cap ETF was a new San Francisco Sentry Investment Group position in Q2 2021.
Dimensional US Small Cap ETF made up 0.23% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #122 holding.
216 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.