Vigilant Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Vigilant Capital 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 Q2	$16K	Sell	300 -100	-25%	-$5.22K	﹤0.01%	370
2023 Q1	$21K	Hold	400	–	–	﹤0.01%	340
2022 Q4	$20K	Hold	400	–	–	﹤0.01%	341
2022 Q3	$19K	Sell	400 -400	-50%	-$20.4K	﹤0.01%	389
2022 Q2	$38K	Hold	800	–	–	﹤0.01%	304
2022 Q1	$45K	Sell	800 -279	-26%	-$15.7K	﹤0.01%	308
2021 Q4	$65K	Hold	1,079	–	–	﹤0.01%	284
2021 Q3	$62K	Buy	+1,079	New	+$62.2K	0.01%	243

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

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

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

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

APF

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

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

Vigilant Capital Management's DFAS Position: Q2 2023 in Review

Vigilant Capital Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 25% in Q2 2023, selling an estimated $5.22K and leaving 300 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Vigilant Capital Management first reported a position in DFAS in Q3 2021 and has held it in 8 quarters since. The position peaked at $65K in Q4 2021. 485 funds tracked by Wall St. Rank hold DFAS as of Q2 2023.

Vigilant Capital Management held 300 shares of Dimensional US Small Cap ETF worth $16K as of Q2 2023.
Vigilant Capital Management sold 100 Dimensional US Small Cap ETF shares in Q2 2023, an estimated $5.22K.
Dimensional US Small Cap ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #370 holding.
Vigilant Capital Management first reported a position in Dimensional US Small Cap ETF in Q3 2021 and has held it in 8 quarters since.
Vigilant Capital Management's Dimensional US Small Cap ETF position peaked at $65K in Q4 2021.
485 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.