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Walden Wealth Partners’s Dimensional US Small Cap ETF 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 $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

Walden Wealth Partners increased its Dimensional US Small Cap ETF (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. 633 funds tracked by Wall St. Rank hold DFAS as of Q2 2024.

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

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