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Apella Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Apella Capital’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 		$29M Buy
357,928
+6,394
+2% +$495K 0.41% 57
2026
Q1 		$27.1M Buy
351,534
+277,781
+377% +$20.4M 0.4% 60
2025
Q4 		$5.14M Buy
73,753
+1,039
+1% +$71.6K 0.1% 131
2025
Q3 		$4.92M Sell
72,714
-1,223
-2% -$81.6K 0.11% 122
2025
Q2 		$4.8M Buy
73,937
+13,257
+22% +$795K 0.13% 111
2025
Q1 		$3.46M Sell
60,680
-4,257
-7% -$274K 0.12% 105
2024
Q4 		$4.23M Sell
64,937
-367
-0.6% -$24.5K 0.16% 83
2024
Q3 		$4.18M Sell
65,304
-765
-1% -$47.9K 0.17% 75
2024
Q2 		$3.92M Buy
66,069
+16,055
+32% +$966K 0.18% 75
2024
Q1 		$3.06M Sell
50,014
-6,411
-11% -$379K 0.15% 83
2023
Q4 		$3.25M Sell
56,425
-1,936
-3% -$104K 0.18% 78
2023
Q3 		$3.06M Sell
58,361
-2,008
-3% -$111K 0.22% 68
2023
Q2 		$3.31M Buy
+60,369
New +$3.15M 0.24% 62
2022
Q4 		$3.39M Sell
66,343
-1,461
-2% -$75.2K 0.31% 57
2022
Q3 		$3.15M Sell
67,804
-135
-0.2% -$6.9K 0.37% 54
2022
Q2 		$3.26M Buy
+67,939
New +$3.52M 0.39% 53
2022
Q1 		– Sell
-66,618
Closed -$4M – 210
2021
Q4 		$4M Buy
66,618
+799
+1% +$48.3K 0.51% 39
2021
Q3 		$3.79M Sell
65,819
-11,206
-15% -$646K 0.54% 41
2021
Q2 		$4.5M Buy
+77,025
New +$4.48M 0.74% 36

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

Apella Capital's DFAS Position: Q2 2026 in Review

Apella Capital increased its Dimensional US Small Cap ETF (DFAS) stake by 1.8% in Q2 2026, buying an estimated $495K and bringing the position to 357,928 shares worth $29M. The position accounts for 0.41% of the portfolio, ranked #57.

Apella Capital first reported a position in DFAS in Q2 2021 and has held it in 19 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Apella Capital held 357,928 shares of Dimensional US Small Cap ETF worth $29M as of Q2 2026.
  • Apella Capital bought 6,394 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $495K.
  • Dimensional US Small Cap ETF made up 0.41% of Apella Capital's portfolio in Q2 2026, its #57 holding.
  • Apella Capital first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.