Tucker Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Tucker Asset 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 Q4	–	Sell	-84	Closed	-$5.45K	–	1556
2024 Q3	$5.45K	Sell	84 -8	-9%	-$501	﹤0.01%	892
2024 Q2	$5.53K	Sell	92 -6	-6%	-$361	﹤0.01%	1017
2024 Q1	$6.11K	Hold	98	–	–	﹤0.01%	1011
2023 Q4	$5.84K	Hold	98	–	–	﹤0.01%	848
2023 Q3	$5.14K	Hold	98	–	–	﹤0.01%	813
2023 Q2	$5.37K	Buy	+98	New	+$5.11K	﹤0.01%	662
2022 Q3	–	Sell	-59	Closed	-$2.83K	–	878
2022 Q2	$2.83K	Hold	59	–	–	﹤0.01%	412
2022 Q1	$3.29K	Hold	59	–	–	﹤0.01%	370
2021 Q4	$3.52K	Buy	59 +2	+4%	+$121	﹤0.01%	341
2021 Q3	$3.45K	Buy	+57	New	+$3.29K	﹤0.01%	272

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Tucker Asset Management's DFAS Position: Q4 2024 in Review

Tucker Asset Management sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2024, closing a stake of 84 shares — an estimated $5.45K sold.

Tucker Asset Management first reported a position in DFAS in Q3 2021 and held it in 10 quarters. The position peaked at $6.11K in Q1 2024. 740 funds tracked by Wall St. Rank hold DFAS as of Q4 2024.

Tucker Asset Management reported no remaining Dimensional US Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Tucker Asset Management sold 84 Dimensional US Small Cap ETF shares in Q4 2024, an estimated $5.45K.
Tucker Asset Management first reported a position in Dimensional US Small Cap ETF in Q3 2021 and held it in 10 quarters.
Tucker Asset Management's Dimensional US Small Cap ETF position peaked at $6.11K in Q1 2024.
740 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2024.

Based on Tucker Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.