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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
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
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

Advisory Services Network's DFAS Position: Q1 2026 in Review

Advisory Services Network increased its Dimensional US Small Cap ETF (DFAS) stake by 36% in Q1 2026, buying an estimated $903K and bringing the position to 46,533 shares worth $3.31M. The position accounts for 0.04% of the portfolio, ranked #455.

Advisory Services Network first reported a position in DFAS in Q4 2022 and has held it in 14 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Advisory Services Network held 46,533 shares of Dimensional US Small Cap ETF worth $3.31M as of Q1 2026.
  • Advisory Services Network bought 12,298 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $903K.
  • Dimensional US Small Cap ETF made up 0.04% of Advisory Services Network's portfolio in Q1 2026, its #455 holding.
  • Advisory Services Network first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.