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Armor Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Armor Investment 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 		$3.54M Sell
49,701
-5,287
-10% -$388K 1.27% 19
2025
Q4 		$3.83M Sell
54,988
-23,246
-30% -$1.6M 1.41% 18
2025
Q3 		$5.36M Sell
78,234
-152,046
-66% -$10.1M 1.7% 16
2025
Q2 		$14.7M Sell
230,280
-912
-0.4% -$54.7K 5.53% 4
2025
Q1 		$13.8M Buy
231,192
+2,818
+1% +$181K 5.72% 2
2024
Q4 		$14.9M Buy
228,374
+10,658
+5% +$713K 6.11% 2
2024
Q3 		$14.1M Buy
217,716
+15,200
+8% +$951K 5.85% 2
2024
Q2 		$12.2M Buy
202,516
+16,615
+9% +$1,000K 5.61% 2
2024
Q1 		$11.6M Buy
185,901
+18,132
+11% +$1.07M 5.57% 1
2023
Q4 		$10M Buy
167,769
+23,773
+17% +$1.27M 5.28% 1
2023
Q3 		$7.56M Buy
143,996
+9,434
+7% +$520K 4.48% 3
2023
Q2 		$7.37M Buy
134,562
+99,229
+281% +$5.18M 4.47% 2
2023
Q1 		$1.86M Buy
35,333
+1,479
+4% +$80.1K 1.06% 34
2022
Q4 		$1.73M Buy
33,854
+2,254
+7% +$116K 1.05% 31
2022
Q3 		$1.47M Sell
31,600
-4,162
-12% -$213K 1% 33
2022
Q2 		$1.72M Buy
35,762
+1,837
+5% +$95.2K 1.11% 32
2022
Q1 		$1.9M Buy
+33,925
New +$1.91M 1.08% 32

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

Armor Investment Advisors's DFAS Position: Q1 2026 in Review

Armor Investment Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 9.6% in Q1 2026, selling an estimated $388K and leaving 49,701 shares worth $3.54M. The position accounts for 1.27% of the portfolio, ranked #19.

Armor Investment Advisors first reported a position in DFAS in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.9M in Q4 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Armor Investment Advisors held 49,701 shares of Dimensional US Small Cap ETF worth $3.54M as of Q1 2026.
  • Armor Investment Advisors sold 5,287 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $388K.
  • Dimensional US Small Cap ETF made up 1.27% of Armor Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • Armor Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Armor Investment Advisors's Dimensional US Small Cap ETF position peaked at $14.9M in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.