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Allodium Investment Consultants’s Dimensional US Small Cap ETF DFAS Stock Holding History

Allodium Investment Consultants’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 		$22.3M Sell
270,820
-6,949
-3% -$538K 9.47% 3
2026
Q1 		$19.8M Buy
277,769
+8,244
+3% +$605K 9.46% 3
2025
Q4 		$18.8M Buy
269,525
+27,091
+11% +$1.87M 9.52% 3
2025
Q3 		$16.6M Buy
242,434
+3,594
+2% +$240K 9.37% 3
2025
Q2 		$15.2M Buy
238,840
+31,322
+15% +$1.88M 9.63% 3
2025
Q1 		$12.4M Buy
207,518
+48,602
+31% +$3.13M 9.15% 3
2024
Q4 		$10.3M Buy
+158,916
New +$10.6M 8.64% 3

Other funds holding DFAS

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Allodium Investment Consultants's DFAS Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.5% in Q2 2026, selling an estimated $538K and leaving 270,820 shares worth $22.3M. The position accounts for 9.47% of the portfolio, ranked #3.

Allodium Investment Consultants first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 726 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Allodium Investment Consultants held 270,820 shares of Dimensional US Small Cap ETF worth $22.3M as of Q2 2026.
  • Allodium Investment Consultants sold 6,949 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $538K.
  • Dimensional US Small Cap ETF made up 9.47% of Allodium Investment Consultants's portfolio in Q2 2026, its #3 holding.
  • Allodium Investment Consultants first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 726 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.