Acorn Creek Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Acorn Creek Capital’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	$32.3M	Sell	392,045 -35,666	-8%	-$2.76M	10.79%	3
2026 Q1	$30.4M	Buy	427,711 +2,659	+0.6%	+$195K	10.86%	3
2025 Q4	$29.6M	Buy	425,052 +6,710	+2%	+$463K	10.64%	3
2025 Q3	$28.6M	Buy	418,342 +17,887	+4%	+$1.19M	10.81%	2
2025 Q2	$25.5M	Buy	400,455 +255,554	+176%	+$15.3M	10.59%	2
2025 Q1	$8.66M	Buy	144,901 +16,950	+13%	+$1.09M	4.32%	8
2024 Q4	$8.33M	Buy	127,951 +5,957	+5%	+$398K	4.28%	8
2024 Q3	$7.91M	Buy	121,994 +9,416	+8%	+$589K	4.2%	8
2024 Q2	$6.76M	Buy	112,578 +3,983	+4%	+$240K	4.04%	8
2024 Q1	$6.77M	Buy	108,595 +4,953	+5%	+$293K	4.27%	8
2023 Q4	$6.18M	Buy	+103,642	New	+$5.55M	2.76%	9

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Acorn Creek Capital's DFAS Position: Q2 2026 in Review

Acorn Creek Capital reduced its Dimensional US Small Cap ETF (DFAS) stake by 8.3% in Q2 2026, selling an estimated $2.76M and leaving 392,045 shares worth $32.3M. The position accounts for 10.79% of the portfolio, ranked #3.

Acorn Creek Capital first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Acorn Creek Capital held 392,045 shares of Dimensional US Small Cap ETF worth $32.3M as of Q2 2026.
Acorn Creek Capital sold 35,666 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $2.76M.
Dimensional US Small Cap ETF made up 10.79% of Acorn Creek Capital's portfolio in Q2 2026, its #3 holding.
Acorn Creek Capital first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.