USCA RIA’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

USCA RIA’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
2021 Q2	$1.03M	Buy	+17,663	New	+$1.03M	0.06%	302

Other funds holding DFAS

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

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

USCA RIA's DFAS Position: Q2 2021 in Review

USCA RIA opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q2 2021: 17,663 shares worth $1.03M. The stake represents 0.06% of the portfolio and ranks #302 among its holdings.

217 funds tracked by Wall St. Rank hold DFAS as of Q2 2021.

USCA RIA held 17,663 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.03M as of Q2 2021.
U.S. Small Cap Portfolio ETF Class Shares was a new USCA RIA position in Q2 2021.
U.S. Small Cap Portfolio ETF Class Shares made up 0.06% of USCA RIA's portfolio in Q2 2021, its #302 holding.
217 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.