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Action Point Financial Planning’s Dimensional US Small Cap ETF DFAS Stock Holding History

Action Point Financial Planning’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 		$2.35M Buy
28,517
+23,657
+487% +$1.83M 0.24% 88
2026
Q1 		$346K Buy
+4,860
New +$357K 0.31% 45

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
Bank of America
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
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
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

Action Point Financial Planning's DFAS Position: Q2 2026 in Review

Action Point Financial Planning increased its Dimensional US Small Cap ETF (DFAS) stake by 487% in Q2 2026, buying an estimated $1.83M and bringing the position to 28,517 shares worth $2.35M. The position accounts for 0.24% of the portfolio, ranked #88.

Action Point Financial Planning first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 907 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Action Point Financial Planning held 28,517 shares of Dimensional US Small Cap ETF worth $2.35M as of Q2 2026.
  • Action Point Financial Planning bought 23,657 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.83M.
  • Dimensional US Small Cap ETF made up 0.24% of Action Point Financial Planning's portfolio in Q2 2026, its #88 holding.
  • Action Point Financial Planning first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 907 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.