ACA
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Aptus Capital Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Aptus Capital 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 		$208K Buy
2,923
+122
+4% +$8.95K ﹤0.01% 1008
2025
Q4 		$195K Hold
2,801
– – ﹤0.01% 1042
2025
Q3 		$192K Hold
2,801
– – ﹤0.01% 991
2025
Q2 		$178K Sell
2,801
-110
-4% -$6.59K ﹤0.01% 964
2025
Q1 		$174K Sell
2,911
-137
-4% -$8.81K ﹤0.01% 922
2024
Q4 		$198K Buy
3,048
+1,683
+123% +$113K ﹤0.01% 896
2024
Q3 		$88.5K Sell
1,365
-19
-1% -$1.19K ﹤0.01% 867
2024
Q2 		$83.2K Buy
1,384
+252
+22% +$15.2K ﹤0.01% 837
2024
Q1 		$70.6K Buy
1,132
+132
+13% +$7.81K ﹤0.01% 861
2023
Q4 		$59.6K Hold
1,000
– – ﹤0.01% 663
2023
Q3 		$52.5K Hold
1,000
– – ﹤0.01% 688
2023
Q2 		$54.8K Hold
1,000
– – ﹤0.01% 581
2023
Q1 		$52.7K Buy
1,000
+41
+4% +$2.22K ﹤0.01% 562
2022
Q4 		$49.1K Hold
959
– – ﹤0.01% 597
2022
Q3 		$45K Buy
959
+100
+12% +$5.11K ﹤0.01% 561
2022
Q2 		$41K Hold
859
– – ﹤0.01% 488
2022
Q1 		$48K Buy
+859
New +$48.4K ﹤0.01% 511

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