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USCA RIA’s Dimensional US Small Cap ETF 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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

USCA RIA's DFAS Position: Q2 2021 in Review

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

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

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

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