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Altiora Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Altiora Financial Group’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 		$5.59M Sell
67,906
-93
-0.1% -$7.21K 0.88% 26
2026
Q1 		$4.84M Sell
67,999
-75
-0.1% -$5.5K 0.8% 32
2025
Q4 		$4.74M Sell
68,074
-32
-0% -$2.21K 0.82% 29
2025
Q3 		$4.66M Sell
68,106
-7,202
-10% -$481K 0.85% 25
2025
Q2 		$4.8M Sell
75,308
-1,191
-2% -$71.4K 0.94% 23
2025
Q1 		$4.57M Buy
76,499
+81
+0.1% +$5.21K 0.97% 23
2024
Q4 		$4.97M Buy
76,418
+2,915
+4% +$195K 1.08% 20
2024
Q3 		$4.77M Buy
73,503
+1,492
+2% +$93.4K 1.05% 21
2024
Q2 		$4.33M Buy
72,011
+25
+0% +$1.5K 1.04% 20
2024
Q1 		$4.49M Buy
71,986
+3,263
+5% +$193K 1.22% 19
2023
Q4 		$4.1M Buy
68,723
+19,169
+39% +$1.03M 1.19% 19
2023
Q3 		$2.6M Sell
49,554
-8,716
-15% -$480K 1.21% 14
2023
Q2 		$3.19M Buy
58,270
+23
+0% +$1.2K 1.4% 14
2023
Q1 		$3.07M Buy
58,247
+14
+0% +$758 1.42% 15
2022
Q4 		$2.98M Buy
+58,233
New +$3M 1.49% 14

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

Altiora Financial Group's DFAS Position: Q2 2026 in Review

Altiora Financial Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.14% in Q2 2026, selling an estimated $7.21K and leaving 67,906 shares worth $5.59M. The position accounts for 0.88% of the portfolio, ranked #26.

Altiora Financial Group first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Altiora Financial Group held 67,906 shares of Dimensional US Small Cap ETF worth $5.59M as of Q2 2026.
  • Altiora Financial Group sold 93 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $7.21K.
  • Dimensional US Small Cap ETF made up 0.88% of Altiora Financial Group's portfolio in Q2 2026, its #26 holding.
  • Altiora Financial Group first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.