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3 Factor Indexing’s Dimensional US Small Cap ETF DFAS Stock Holding History

3 Factor Indexing’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 		$295K Sell
3,578
-24
-0.7% -$1.86K 0.25% 40
2026
Q1 		$256K Buy
+3,602
New +$264K 0.24% 39

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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

3 Factor Indexing's DFAS Position: Q2 2026 in Review

3 Factor Indexing reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.67% in Q2 2026, selling an estimated $1.86K and leaving 3,578 shares worth $295K. The position accounts for 0.25% of the portfolio, ranked #40.

3 Factor Indexing first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 880 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • 3 Factor Indexing held 3,578 shares of Dimensional US Small Cap ETF worth $295K as of Q2 2026.
  • 3 Factor Indexing sold 24 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.86K.
  • Dimensional US Small Cap ETF made up 0.25% of 3 Factor Indexing's portfolio in Q2 2026, its #40 holding.
  • 3 Factor Indexing first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 880 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.