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

ShankerValleau 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
Q2 		– Sell
-4,556
Closed -$255K – 17
2022
Q1 		$255K Sell
4,556
-1,127
-20% -$63.5K 0.15% 12
2021
Q4 		$341K Buy
+5,683
New +$343K 0.2% 10

Other funds holding DFAS

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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 $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
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

ShankerValleau Wealth Advisors's DFAS Position: Q2 2022 in Review

ShankerValleau Wealth Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2022, closing a stake of 4,556 shares — an estimated $255K sold.

ShankerValleau Wealth Advisors first reported a position in DFAS in Q4 2021 and held it in 2 quarters. The position peaked at $341K in Q4 2021. 358 funds tracked by Wall St. Rank hold DFAS as of Q2 2022.

  • ShankerValleau Wealth Advisors reported no remaining Dimensional US Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • ShankerValleau Wealth Advisors sold 4,556 Dimensional US Small Cap ETF shares in Q2 2022, an estimated $255K.
  • ShankerValleau Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 2 quarters.
  • ShankerValleau Wealth Advisors's Dimensional US Small Cap ETF position peaked at $341K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2022.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.