V Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

V Wealth Advisors’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 Q3	–	Sell	-8,588	Closed	-$471K	–	167
2023 Q2	$471K	Hold	8,588	–	–	0.08%	210
2023 Q1	$453K	Hold	8,588	–	–	0.08%	207
2022 Q4	$439K	Hold	8,588	–	–	0.09%	206
2022 Q3	$400K	Hold	8,588	–	–	0.08%	233
2022 Q2	$412K	Buy	8,588 +4,294	+100%	+$223K	0.08%	249
2022 Q1	$241K	Hold	4,294	–	–	0.04%	384
2021 Q4	$258K	Buy	+4,294	New	+$259K	0.04%	384

Other funds holding DFAS

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

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

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

APF

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

V Wealth Advisors's DFAS Position: Q3 2023 in Review

V Wealth Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2023, closing a stake of 8,588 shares — an estimated $471K sold.

V Wealth Advisors first reported a position in DFAS in Q4 2021 and held it in 7 quarters. The position peaked at $471K in Q2 2023. 499 funds tracked by Wall St. Rank hold DFAS as of Q3 2023.

V Wealth Advisors reported no remaining Dimensional US Small Cap ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 8,588 Dimensional US Small Cap ETF shares in Q3 2023, an estimated $471K.
V Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 7 quarters.
V Wealth Advisors's Dimensional US Small Cap ETF position peaked at $471K in Q2 2023.
499 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.