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WMG Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

WMG Financial 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
Q1 		– Sell
-5,320
Closed -$272K – 125
2022
Q4 		$272K Sell
5,320
-160
-3% -$8.24K 0.23% 89
2022
Q3 		$256K Sell
5,480
-320
-6% -$16.3K 0.23% 95
2022
Q2 		$277K Hold
5,800
– – 0.24% 95
2022
Q1 		$325K Sell
5,800
-1,000
-15% -$56.3K 0.24% 103
2021
Q4 		$408K Buy
+6,800
New +$411K 0.32% 82

Other funds holding DFAS

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
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
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
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
PL
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WMG Financial Advisors's DFAS Position: Q1 2023 in Review

WMG Financial Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2023, closing a stake of 5,320 shares — an estimated $272K sold.

WMG Financial Advisors first reported a position in DFAS in Q4 2021 and held it in 5 quarters. The position peaked at $408K in Q4 2021. 457 funds tracked by Wall St. Rank hold DFAS as of Q1 2023.

  • WMG Financial Advisors reported no remaining Dimensional US Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • WMG Financial Advisors sold 5,320 Dimensional US Small Cap ETF shares in Q1 2023, an estimated $272K.
  • WMG Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 5 quarters.
  • WMG Financial Advisors's Dimensional US Small Cap ETF position peaked at $408K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2023.

Based on WMG Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.