ACC
DFAS icon

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
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

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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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return