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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
Q2 		$7.42M Sell
90,155
-161
-0.2% -$12.5K 1.94% 13
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 $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

Alpha Financial Advisors's DFAS Position: Q2 2026 in Review

Alpha Financial Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.18% in Q2 2026, selling an estimated $12.5K and leaving 90,155 shares worth $7.42M. The position accounts for 1.94% of the portfolio, ranked #13.

Alpha Financial Advisors first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.8M in Q4 2022. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Alpha Financial Advisors held 90,155 shares of Dimensional US Small Cap ETF worth $7.42M as of Q2 2026.
  • Alpha Financial Advisors sold 161 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $12.5K.
  • Dimensional US Small Cap ETF made up 1.94% of Alpha Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Alpha Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Alpha Financial Advisors's Dimensional US Small Cap ETF position peaked at $10.8M in Q4 2022.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.