AFA
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Alpha Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Alpha Financial 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
Q1 		$6.42M Sell
90,316
-2,762
-3% -$203K 1.97% 13
2025
Q4 		$6.48M Sell
93,078
-2,054
-2% -$142K 1.98% 13
2025
Q3 		$6.51M Sell
95,132
-1,885
-2% -$126K 2.29% 12
2025
Q2 		$6.18M Sell
97,017
-4,736
-5% -$284K 2.39% 12
2025
Q1 		$6.08M Sell
101,753
-13,317
-12% -$856K 2.7% 10
2024
Q4 		$7.49M Sell
115,070
-4,183
-4% -$280K 3.39% 10
2024
Q3 		$7.73M Sell
119,253
-463
-0.4% -$29K 3.42% 10
2024
Q2 		$7.19M Sell
119,716
-3,362
-3% -$202K 3.46% 10
2024
Q1 		$7.67M Sell
123,078
-506
-0.4% -$29.9K 3.62% 10
2023
Q4 		$7.37M Buy
123,584
+1,458
+1% +$78.1K 3.74% 10
2023
Q3 		$6.41M Sell
122,126
-2,565
-2% -$141K 4.06% 9
2023
Q2 		$6.83M Sell
124,691
-11,283
-8% -$589K 4.28% 9
2023
Q1 		$7.17M Sell
135,974
-74,693
-35% -$4.04M 4.97% 9
2022
Q4 		$10.8M Buy
+210,667
New +$10.8M 9.36% 5

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