AIM
DFAS icon

Advyzon Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Advyzon Investment Management’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 		$629K Sell
7,636
-222
-3% -$17.2K 0.05% 402
2026
Q1 		$559K Buy
7,858
+1,100
+16% +$80.7K 0.05% 362
2025
Q4 		$471K Hold
6,758
– – 0.05% 336
2025
Q3 		$463K Buy
6,758
+2,880
+74% +$192K 0.08% 236
2025
Q2 		$247K Buy
+3,878
New +$232K 0.05% 317

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

Advyzon Investment Management's DFAS Position: Q2 2026 in Review

Advyzon Investment Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.8% in Q2 2026, selling an estimated $17.2K and leaving 7,636 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #402.

Advyzon Investment Management first reported a position in DFAS in Q2 2025 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Advyzon Investment Management held 7,636 shares of Dimensional US Small Cap ETF worth $629K as of Q2 2026.
  • Advyzon Investment Management sold 222 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $17.2K.
  • Dimensional US Small Cap ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #402 holding.
  • Advyzon Investment Management first reported a position in Dimensional US Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.