SG
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Stonnington Group’s Dimensional US Small Cap ETF 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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
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
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

Stonnington Group's DFAS Position: Q1 2023 in Review

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

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

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

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