Sanctuary Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sanctuary Wealth 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
2024 Q4	$464K	Sell	7,129 -76	-1%	-$5.08K	0.31%	30
2024 Q3	$467K	Hold	7,205	–	–	0.33%	32
2024 Q2	$433K	Sell	7,205 -1,490	-17%	-$89.7K	0.33%	32
2024 Q1	$542K	Sell	8,695 -1,124	-11%	-$66.5K	0.44%	28
2023 Q4	$585K	Buy	9,819 +687	+8%	+$36.8K	0.57%	23
2023 Q3	$479K	Buy	9,132 +2,389	+35%	+$132K	0.52%	24
2023 Q2	$370K	Buy	+6,743	New	+$352K	0.39%	26
2022 Q4	$242K	Buy	+4,734	New	+$244K	0.28%	27

Other funds holding DFAS

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TWA

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

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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Sanctuary Wealth Management's DFAS Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.1% in Q4 2024, selling an estimated $5.08K and leaving 7,129 shares worth $464K. The position accounts for 0.31% of the portfolio, ranked #30.

Sanctuary Wealth Management first reported a position in DFAS in Q4 2022 and has held it in 8 quarters since. The position peaked at $585K in Q4 2023. 740 funds tracked by Wall St. Rank hold DFAS as of Q4 2024.

Sanctuary Wealth Management held 7,129 shares of Dimensional US Small Cap ETF worth $464K as of Q4 2024.
Sanctuary Wealth Management sold 76 Dimensional US Small Cap ETF shares in Q4 2024, an estimated $5.08K.
Dimensional US Small Cap ETF made up 0.31% of Sanctuary Wealth Management's portfolio in Q4 2024, its #30 holding.
Sanctuary Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's Dimensional US Small Cap ETF position peaked at $585K in Q4 2023.
740 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.