2L
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25 LLC’s Dimensional US Small Cap ETF DFAS Stock Holding History

25 LLC’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
2026
Q2 		$915K Buy
11,118
+22
+0.2% +$1.7K 0.25% 34
2026
Q1 		$789K Buy
11,096
+18
+0.2% +$1.32K 0.24% 33
2025
Q4 		$772K Buy
11,078
+21
+0.2% +$1.45K 0.24% 35
2025
Q3 		$757K Sell
11,057
-36
-0.3% -$2.4K 0.26% 32
2025
Q2 		$707K Sell
11,093
-1
-0% -$60 0.26% 31
2025
Q1 		$663K Buy
11,094
+16
+0.1% +$1.03K 0.27% 27
2024
Q4 		$721K Buy
11,078
+21
+0.2% +$1.41K 0.31% 26
2024
Q3 		$717K Sell
11,057
-26
-0.2% -$1.63K 0.31% 25
2024
Q2 		$666K Sell
11,083
-94
-0.8% -$5.66K 0.32% 26
2024
Q1 		$697K Buy
11,177
+13
+0.1% +$769 0.34% 24
2023
Q4 		$666K Buy
11,164
+270
+2% +$14.5K 0.34% 24
2023
Q3 		$572K Buy
10,894
+23
+0.2% +$1.27K 0.35% 21
2023
Q2 		$612K Sell
10,871
-15
-0.1% -$783 0.34% 21
2023
Q1 		$553K Buy
+10,886
New +$589K 0.34% 21

Other funds holding DFAS

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

25 LLC's DFAS Position: Q2 2026 in Review

25 LLC increased its Dimensional US Small Cap ETF (DFAS) stake by 0.2% in Q2 2026, buying an estimated $1.7K and bringing the position to 11,118 shares worth $915K. The position accounts for 0.25% of the portfolio, ranked #34.

25 LLC first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • 25 LLC held 11,118 shares of Dimensional US Small Cap ETF worth $915K as of Q2 2026.
  • 25 LLC bought 22 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.7K.
  • Dimensional US Small Cap ETF made up 0.25% of 25 LLC's portfolio in Q2 2026, its #34 holding.
  • 25 LLC first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on 25 LLC's 13F filing for Q2 2026, filed 28 Jul 2026.