Stonnington Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Stonnington 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
2023 Q1	$231K	Buy	+4,400	New	+$238K	0.06%	220

Other funds holding DFAS

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Stonnington Group's DFAS Position: Q1 2023 in Review

Stonnington Group opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q1 2023: 4,400 shares worth $231K. The stake represents 0.06% of the portfolio and ranks #220 among its holdings.

459 funds tracked by Wall St. Rank hold DFAS as of Q1 2023.

Stonnington Group held 4,400 shares of U.S. Small Cap Portfolio ETF Class Shares worth $231K as of Q1 2023.
U.S. Small Cap Portfolio ETF Class Shares was a new Stonnington Group position in Q1 2023.
U.S. Small Cap Portfolio ETF Class Shares made up 0.06% of Stonnington Group's portfolio in Q1 2023, its #220 holding.
459 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.