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ACAS LLC’s Dimensional US Small Cap ETF DFAS Stock Holding History

ACAS 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
2025
Q2 		$3.46M Buy
51,145
+4,070
+9% +$244K 2.32% 12
2025
Q1 		$2.74M Sell
47,075
-31,161
-40% -$2M 2.09% 13
2024
Q4 		$5.3M Buy
78,236
+9,471
+14% +$633K 3.92% 7
2024
Q3 		$4.46M Buy
68,765
+4,841
+8% +$303K 3.68% 8
2024
Q2 		$4.18M Buy
63,924
+20,784
+48% +$1.25M 3.64% 8
2024
Q1 		$2.69M Buy
43,140
+37,116
+616% +$2.2M 2.6% 10
2023
Q4 		$359K Buy
+6,024
New +$323K 0.41% 50

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
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
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

ACAS LLC's DFAS Position: Q2 2025 in Review

ACAS LLC increased its Dimensional US Small Cap ETF (DFAS) stake by 8.6% in Q2 2025, buying an estimated $244K and bringing the position to 51,145 shares worth $3.46M. The position accounts for 2.32% of the portfolio, ranked #12.

ACAS LLC first reported a position in DFAS in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.3M in Q4 2024. 770 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

  • ACAS LLC held 51,145 shares of Dimensional US Small Cap ETF worth $3.46M as of Q2 2025.
  • ACAS LLC bought 4,070 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $244K.
  • Dimensional US Small Cap ETF made up 2.32% of ACAS LLC's portfolio in Q2 2025, its #12 holding.
  • ACAS LLC first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 7 quarters since.
  • ACAS LLC's Dimensional US Small Cap ETF position peaked at $5.3M in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.