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Aspiriant LLC’s Dimensional US Small Cap ETF DFAS Stock Holding History

Aspiriant LLC’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 		$9.33M Sell
113,295
-1,639
-1% -$127K 0.23% 51
2026
Q1 		$8.18M Sell
114,934
-548
-0.5% -$40.2K 0.23% 51
2025
Q4 		$8.05M Sell
115,482
-1,579
-1% -$109K 0.23% 50
2025
Q3 		$8.01M Buy
117,061
+4,368
+4% +$292K 0.25% 48
2025
Q2 		$7.18M Sell
112,693
-295
-0.3% -$17.7K 0.23% 51
2025
Q1 		$6.75M Sell
112,988
-760
-0.7% -$48.9K 0.23% 46
2024
Q4 		$7.4M Sell
113,748
-470
-0.4% -$31.4K 0.27% 44
2024
Q3 		$7.41M Sell
114,218
-110
-0.1% -$6.88K 0.28% 44
2024
Q2 		$6.87M Sell
114,328
-4,936
-4% -$297K 0.28% 47
2024
Q1 		$7.43M Sell
119,264
-2,519
-2% -$149K 0.31% 44
2023
Q4 		$7.26M Sell
121,783
-458
-0.4% -$24.5K 0.33% 42
2023
Q3 		$6.42M Sell
122,241
-5,906
-5% -$325K 0.33% 43
2023
Q2 		$7.02M Hold
128,147
– – 0.36% 39
2023
Q1 		$6.75M Buy
128,147
+11,023
+9% +$597K 0.35% 43
2022
Q4 		$5.99M Sell
117,124
-2,527
-2% -$130K 0.31% 46
2022
Q3 		$5.56M Buy
119,651
+346
+0.3% +$17.7K 0.27% 46
2022
Q2 		$5.72M Sell
119,305
-1,621
-1% -$84K 0.28% 47
2022
Q1 		$6.78M Sell
120,926
-2,838
-2% -$160K 0.37% 40
2021
Q4 		$7.43M Buy
123,764
+22,275
+22% +$1.35M 0.4% 35
2021
Q3 		$5.83M Sell
101,489
-5,721
-5% -$330K 0.34% 34
2021
Q2 		$6.26M Buy
+107,210
New +$6.24M 0.35% 33

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

Aspiriant LLC's DFAS Position: Q2 2026 in Review

Aspiriant LLC reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.4% in Q2 2026, selling an estimated $127K and leaving 113,295 shares worth $9.33M. The position accounts for 0.23% of the portfolio, ranked #51.

Aspiriant LLC first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Aspiriant LLC held 113,295 shares of Dimensional US Small Cap ETF worth $9.33M as of Q2 2026.
  • Aspiriant LLC sold 1,639 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $127K.
  • Dimensional US Small Cap ETF made up 0.23% of Aspiriant LLC's portfolio in Q2 2026, its #51 holding.
  • Aspiriant LLC first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.