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Advisornet Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Advisornet Financial’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 		$18.4M Sell
258,255
-26,864
-9% -$1.97M 0.95% 29
2025
Q4 		$19.9M Sell
285,119
-5,983
-2% -$412K 1.06% 26
2025
Q3 		$19.9M Sell
291,102
-19,661
-6% -$1.31M 1.13% 22
2025
Q2 		$19.8M Buy
310,763
+49,374
+19% +$2.96M 1.28% 16
2025
Q1 		$15.6M Buy
261,389
+13,195
+5% +$849K 1.16% 19
2024
Q4 		$16.2M Buy
248,194
+15,944
+7% +$1.07M 1.35% 15
2024
Q3 		$15.1M Sell
232,250
-143
-0.1% -$8.95K 1.13% 16
2024
Q2 		$14M Buy
232,393
+2,092
+0.9% +$126K 1.27% 12
2024
Q1 		$14.4M Sell
230,301
-23,934
-9% -$1.42M 1.38% 9
2023
Q4 		$15.2M Sell
254,235
-7,563
-3% -$405K 1.4% 10
2023
Q3 		$13.7M Sell
261,798
-1,749
-0.7% -$96.4K 1.25% 16
2023
Q2 		$14.4M Buy
263,547
+5,972
+2% +$312K 1.24% 14
2023
Q1 		$13.6M Buy
257,575
+1,312
+0.5% +$71K 1.24% 13
2022
Q4 		$13.1M Sell
256,263
-24,361
-9% -$1.25M 1.29% 12
2022
Q3 		$13.1M Buy
280,624
+102,332
+57% +$5.23M 1.3% 7
2022
Q2 		$8.56M Sell
178,292
-67,029
-27% -$3.48M 0.84% 24
2022
Q1 		$13.8M Buy
+245,321
New +$13.8M 0.86% 18

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
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

Advisornet Financial's DFAS Position: Q1 2026 in Review

Advisornet Financial reduced its Dimensional US Small Cap ETF (DFAS) stake by 9.4% in Q1 2026, selling an estimated $1.97M and leaving 258,255 shares worth $18.4M. The position accounts for 0.95% of the portfolio, ranked #29.

Advisornet Financial first reported a position in DFAS in Q1 2022 and has held it in 17 quarters since. The position peaked at $19.9M in Q3 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Advisornet Financial held 258,255 shares of Dimensional US Small Cap ETF worth $18.4M as of Q1 2026.
  • Advisornet Financial sold 26,864 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.97M.
  • Dimensional US Small Cap ETF made up 0.95% of Advisornet Financial's portfolio in Q1 2026, its #29 holding.
  • Advisornet Financial first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Advisornet Financial's Dimensional US Small Cap ETF position peaked at $19.9M in Q3 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.