Advisory Services Network’s Dimensional US Small Cap ETF DFAS Stock Holding History

Advisory Services Network’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	$4.12M	Buy	50,038 +3,505	+8%	+$272K	0.05%	420
2026 Q1	$3.31M	Buy	46,533 +12,298	+36%	+$903K	0.04%	455
2025 Q4	$2.39M	Sell	34,235 -713	-2%	-$49.2K	0.03%	549
2025 Q3	$2.39M	Buy	34,948 +77	+0.2%	+$5.14K	0.04%	518
2025 Q2	$2.25M	Buy	34,871 +6,803	+24%	+$408K	0.04%	515
2025 Q1	$1.68M	Buy	28,068 +4,620	+20%	+$297K	0.03%	561
2024 Q4	$1.53M	Buy	23,448 +497	+2%	+$33.2K	0.03%	577
2024 Q3	$1.38M	Hold	22,951	–	–	0.03%	599
2024 Q2	$1.38M	Buy	22,951 +386	+2%	+$23.2K	0.03%	599
2024 Q1	$1.41M	Buy	22,565 +5,018	+29%	+$297K	0.03%	568
2023 Q4	$1.05M	Buy	17,547 +1,252	+8%	+$67.1K	0.03%	617
2023 Q3	$855K	Sell	16,295 -691	-4%	-$38.1K	0.02%	692
2023 Q2	$931K	Buy	16,986 +206	+1%	+$10.7K	0.02%	650
2023 Q1	$884K	Buy	16,780 +15,989	+2,021%	+$866K	0.02%	657
2022 Q4	$40.5K	Buy	+791	New	+$40.7K	﹤0.01%	2082

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

Advisory Services Network's DFAS Position: Q2 2026 in Review

Advisory Services Network increased its Dimensional US Small Cap ETF (DFAS) stake by 7.5% in Q2 2026, buying an estimated $272K and bringing the position to 50,038 shares worth $4.12M. The position accounts for 0.05% of the portfolio, ranked #420.

Advisory Services Network first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Advisory Services Network held 50,038 shares of Dimensional US Small Cap ETF worth $4.12M as of Q2 2026.
Advisory Services Network bought 3,505 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $272K.
Dimensional US Small Cap ETF made up 0.05% of Advisory Services Network's portfolio in Q2 2026, its #420 holding.
Advisory Services Network first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.