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Teamwork Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Teamwork Financial 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
2023
Q3 		– Sell
-12,249
Closed -$671K – 202
2023
Q2 		$671K Buy
+12,249
New +$639K 0.11% 105

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Teamwork Financial Advisors's DFAS Position: Q3 2023 in Review

Teamwork Financial Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2023, closing a stake of 12,249 shares — an estimated $671K sold.

Teamwork Financial Advisors first reported a position in DFAS in Q2 2023 and held it in 1 quarter. The position peaked at $671K in Q2 2023. 499 funds tracked by Wall St. Rank hold DFAS as of Q3 2023.

  • Teamwork Financial Advisors reported no remaining Dimensional US Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 12,249 Dimensional US Small Cap ETF shares in Q3 2023, an estimated $671K.
  • Teamwork Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2023 and held it in 1 quarter.
  • Teamwork Financial Advisors's Dimensional US Small Cap ETF position peaked at $671K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2023.

Based on Teamwork Financial Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.