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Walden Wealth Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Walden Wealth Partners’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
Q2 		$1.37M Buy
22,834
+1,153
+5% +$69.4K 0.77% 22
2024
Q1 		$1.31M Sell
21,681
-67
-0.3% -$3.96K 0.76% 22
2023
Q4 		$1.3M Buy
+21,748
New +$1.17M 0.82% 22

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Walden Wealth Partners's DFAS Position: Q2 2024 in Review

Walden Wealth Partners increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 5.3% in Q2 2024, buying an estimated $69.4K and bringing the position to 22,834 shares worth $1.37M. The position accounts for 0.77% of the portfolio, ranked #22.

Walden Wealth Partners first reported a position in DFAS in Q4 2023 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold DFAS as of Q2 2024.

  • Walden Wealth Partners held 22,834 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.37M as of Q2 2024.
  • Walden Wealth Partners bought 1,153 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2024, an estimated $69.4K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.77% of Walden Wealth Partners's portfolio in Q2 2024, its #22 holding.
  • Walden Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.