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Trademark Financial Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Trademark Financial Management’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
2024
Q1 		– Sell
-11,772
Closed -$702K – 80
2023
Q4 		$702K Buy
+11,772
New +$631K 0.52% 44

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
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Trademark Financial Management's DFAS Position: Q1 2024 in Review

Trademark Financial Management sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2024, closing a stake of 11,772 shares — an estimated $702K sold.

Trademark Financial Management first reported a position in DFAS in Q4 2023 and held it in 1 quarter. The position peaked at $702K in Q4 2023. 608 funds tracked by Wall St. Rank hold DFAS as of Q1 2024.

  • Trademark Financial Management reported no remaining Dimensional US Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Trademark Financial Management sold 11,772 Dimensional US Small Cap ETF shares in Q1 2024, an estimated $702K.
  • Trademark Financial Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and held it in 1 quarter.
  • Trademark Financial Management's Dimensional US Small Cap ETF position peaked at $702K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.