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

Soundmark 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
Q2 		– Sell
-69,910
Closed -$4.36M – 16
2024
Q1 		$4.36M Buy
69,910
+1,400
+2% +$82.8K 1.93% 18
2023
Q4 		$4.08M Sell
68,510
-1,632
-2% -$87.5K 2.02% 18
2023
Q3 		$3.68M Buy
70,142
+393
+0.6% +$21.7K 2.05% 18
2023
Q2 		$3.82M Buy
69,749
+789
+1% +$41.2K 2.13% 18
2023
Q1 		$3.63M Sell
68,960
-1,132
-2% -$61.3K 2.17% 18
2022
Q4 		$3.59M Buy
70,092
+1,336
+2% +$68.8K 2.31% 18
2022
Q3 		$3.2M Buy
68,756
+3,927
+6% +$201K 2.24% 17
2022
Q2 		$3.11M Sell
64,829
-50
-0.1% -$2.59K 2.22% 16
2022
Q1 		$3.64M Buy
64,879
+2,105
+3% +$119K 2.55% 13
2021
Q4 		$3.77M Sell
62,774
-28,582
-31% -$1.73M 2.57% 13
2021
Q3 		$5.25M Buy
91,356
+731
+0.8% +$42.2K 1.89% 16
2021
Q2 		$5.27M Buy
+90,625
New +$5.27M 2.17% 15

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return