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

TPG 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
Q4 		$406K Buy
+6,949
New +$372K 0.21% 48

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

TPG Financial Advisors's DFAS Position: Q4 2023 in Review

TPG Financial Advisors opened a new position in Dimensional US Small Cap ETF (DFAS) in Q4 2023: 6,949 shares worth $406K. The stake represents 0.21% of the portfolio and ranks #48 among its holdings.

575 funds tracked by Wall St. Rank hold DFAS as of Q4 2023.

  • TPG Financial Advisors held 6,949 shares of Dimensional US Small Cap ETF worth $406K as of Q4 2023.
  • Dimensional US Small Cap ETF was a new TPG Financial Advisors position in Q4 2023.
  • Dimensional US Small Cap ETF made up 0.21% of TPG Financial Advisors's portfolio in Q4 2023, its #48 holding.
  • 575 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2023.

Based on TPG Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.