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Sargent Bickham Lagudis’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$51.1K Hold
1,000
– – ﹤0.01% 434
2022
Q3 		$47K Hold
1,000
– – ﹤0.01% 422
2022
Q2 		$48K Hold
1,000
– – ﹤0.01% 429
2022
Q1 		$56K Sell
1,000
-132
-12% -$7.43K ﹤0.01% 429
2021
Q4 		$68K Sell
1,132
-43
-4% -$2.6K 0.01% 400
2021
Q3 		$68K Hold
1,175
– – 0.01% 391
2021
Q2 		$69K Buy
+1,175
New +$68.4K 0.01% 398

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

Sargent Bickham Lagudis's DFAS Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Dimensional US Small Cap ETF (DFAS) position steady in Q4 2022 at 1,000 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Sargent Bickham Lagudis first reported a position in DFAS in Q2 2021 and has held it in 7 quarters since. The position peaked at $69K in Q2 2021. 442 funds tracked by Wall St. Rank hold DFAS as of Q4 2022.

  • Sargent Bickham Lagudis held 1,000 shares of Dimensional US Small Cap ETF worth $51.1K as of Q4 2022.
  • Sargent Bickham Lagudis left its Dimensional US Small Cap ETF share count unchanged in Q4 2022.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #434 holding.
  • Sargent Bickham Lagudis first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 7 quarters since.
  • Sargent Bickham Lagudis's Dimensional US Small Cap ETF position peaked at $69K in Q2 2021.
  • 442 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.