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Surevest’s Dimensional US Small Cap ETF DFAS Stock Holding History

Surevest’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
Q3 		– Sell
-682
Closed -$33K – 525
2022
Q2 		$33K Buy
+682
New +$35.4K 0.01% 229
2022
Q1 		– Sell
-682
Closed -$41K – 530
2021
Q4 		$41K Buy
+682
New +$41.2K 0.01% 200

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
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

Surevest's DFAS Position: Q3 2022 in Review

Surevest sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2022, closing a stake of 682 shares — an estimated $33K sold.

Surevest first reported a position in DFAS in Q4 2021 and held it in 2 quarters. The position peaked at $41K in Q4 2021. 370 funds tracked by Wall St. Rank hold DFAS as of Q3 2022.

  • Surevest reported no remaining Dimensional US Small Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 682 Dimensional US Small Cap ETF shares in Q3 2022, an estimated $33K.
  • Surevest first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 2 quarters.
  • Surevest's Dimensional US Small Cap ETF position peaked at $41K in Q4 2021.
  • 370 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.