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Ten Capital Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Ten Capital Wealth 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
Q2 		– Sell
-34
Closed -$1.79K – 262
2023
Q1 		$1.79K Hold
34
– – ﹤0.01% 466
2022
Q4 		$1.74K Hold
34
– – ﹤0.01% 443
2022
Q3 		$2K Hold
34
– – ﹤0.01% 479
2022
Q2 		$2K Buy
+34
New +$1.76K ﹤0.01% 389

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
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 $2.31B AUM 26.52% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ten Capital Wealth Advisors's DFAS Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2023, closing a stake of 34 shares — an estimated $1.79K sold.

Ten Capital Wealth Advisors first reported a position in DFAS in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 486 funds tracked by Wall St. Rank hold DFAS as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Dimensional US Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 34 Dimensional US Small Cap ETF shares in Q2 2023, an estimated $1.79K.
  • Ten Capital Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2022 and held it in 4 quarters.
  • Ten Capital Wealth Advisors's Dimensional US Small Cap ETF position peaked at $2K in Q3 2022.
  • 486 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.