Traverso Chambers Private Wealth Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Traverso Chambers Private Wealth 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
2023 Q4	$8.11M	Buy	136,000 +5,671	+4%	+$304K	1.97%	15
2023 Q3	$6.84M	Buy	130,329 +534	+0.4%	+$29.4K	1.83%	17
2023 Q2	$7.11M	Buy	129,795 +4,012	+3%	+$209K	1.87%	16
2023 Q1	$6.63M	Buy	125,783 +2,152	+2%	+$117K	1.82%	17
2022 Q4	$6.32M	Buy	123,631 +16	+0%	+$824	1.82%	16
2022 Q3	$5.75M	Buy	+123,615	New	+$6.31M	1.76%	19

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Traverso Chambers Private Wealth Management's DFAS Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 4.4% in Q4 2023, buying an estimated $304K and bringing the position to 136,000 shares worth $8.11M. The position accounts for 1.97% of the portfolio, ranked #15.

Traverso Chambers Private Wealth Management first reported a position in DFAS in Q3 2022 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold DFAS as of Q4 2023.

Traverso Chambers Private Wealth Management held 136,000 shares of U.S. Small Cap Portfolio ETF Class Shares worth $8.11M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 5,671 U.S. Small Cap Portfolio ETF Class Shares shares in Q4 2023, an estimated $304K.
U.S. Small Cap Portfolio ETF Class Shares made up 1.97% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #15 holding.
Traverso Chambers Private Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2022 and has held it in 6 quarters since.
579 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.