Aire Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Aire Advisors’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	$15.7M	Buy	190,980 +2,736	+1%	+$212K	2.56%	13
2026 Q1	$13.4M	Buy	188,244 +3,605	+2%	+$265K	2.45%	13
2025 Q4	$12.9M	Buy	184,639 +4,141	+2%	+$285K	2.35%	13
2025 Q3	$12.4M	Sell	180,498 -24	-0%	-$1.6K	2.24%	13
2025 Q2	$11.5M	Sell	180,522 -12,419	-6%	-$744K	2.23%	13
2025 Q1	$11.5M	Buy	192,941 +4,324	+2%	+$278K	2.43%	12
2024 Q4	$12.3M	Buy	188,617 +6,420	+4%	+$429K	2.53%	10
2024 Q3	$11.8M	Sell	182,197 -4,081	-2%	-$255K	2.61%	10
2024 Q2	$11.2M	Buy	186,278 +6,834	+4%	+$411K	2.55%	10
2024 Q1	$11.2M	Buy	179,444 +278	+0.2%	+$16.4K	2.52%	10
2023 Q4	$10.7M	Sell	179,166 -8,871	-5%	-$475K	2.65%	10
2023 Q3	$9.87M	Buy	188,037 +20,085	+12%	+$1.11M	2.64%	12
2023 Q2	$9.26M	Buy	167,952 +16,707	+11%	+$872K	2.44%	13
2023 Q1	$8.02M	Buy	+151,245	New	+$8.19M	2.24%	14

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

Aire Advisors's DFAS Position: Q2 2026 in Review

Aire Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 1.5% in Q2 2026, buying an estimated $212K and bringing the position to 190,980 shares worth $15.7M. The position accounts for 2.56% of the portfolio, ranked #13.

Aire Advisors first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Aire Advisors held 190,980 shares of Dimensional US Small Cap ETF worth $15.7M as of Q2 2026.
Aire Advisors bought 2,736 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $212K.
Dimensional US Small Cap ETF made up 2.56% of Aire Advisors's portfolio in Q2 2026, its #13 holding.
Aire Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.