Wilbanks Smith & Thomas Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$2.28M	Buy	36,622 +189	+0.5%	+$11.2K	0.06%	157
2023 Q4	$2.17M	Sell	36,433 -1,849	-5%	-$99.1K	0.07%	157
2023 Q3	$2.01M	Buy	38,282 +75	+0.2%	+$4.13K	0.07%	154
2023 Q2	$2.09M	Buy	38,207 +76	+0.2%	+$3.96K	0.07%	160
2023 Q1	$2.01M	Sell	38,131 -92	-0.2%	-$4.98K	0.07%	159
2022 Q4	$1.96M	Buy	38,223 +3,237	+9%	+$167K	0.07%	160
2022 Q3	$1.63M	Buy	34,986 +75	+0.2%	+$3.83K	0.07%	163
2022 Q2	$1.68M	Buy	34,911 +73	+0.2%	+$3.79K	0.07%	170
2022 Q1	$1.84M	Buy	34,838 +36	+0.1%	+$2.03K	0.07%	165
2021 Q4	$2.09M	Buy	34,802 +673	+2%	+$40.6K	0.07%	160
2021 Q3	$1.96M	Sell	34,129 -23	-0.1%	-$1.33K	0.08%	160
2021 Q2	$2M	Buy	+34,152	New	+$1.99M	0.08%	159

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

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's DFAS Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.52% in Q1 2024, buying an estimated $11.2K and bringing the position to 36,622 shares worth $2.28M. The position accounts for 0.06% of the portfolio, ranked #157.

Wilbanks Smith & Thomas Asset Management first reported a position in DFAS in Q2 2021 and has held it in 12 quarters since. 609 funds tracked by Wall St. Rank hold DFAS as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 36,622 shares of Dimensional US Small Cap ETF worth $2.28M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 189 Dimensional US Small Cap ETF shares in Q1 2024, an estimated $11.2K.
Dimensional US Small Cap ETF made up 0.06% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #157 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 12 quarters since.
609 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.