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

Atlas 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
2025 Q2	$16.1K	Hold	252	–	–	﹤0.01%	734
2025 Q1	$15.1K	Hold	252	–	–	﹤0.01%	763
2024 Q4	$16.4K	Hold	252	–	–	﹤0.01%	737
2024 Q3	$16.3K	Hold	252	–	–	﹤0.01%	690
2024 Q2	$15.1K	Hold	252	–	–	﹤0.01%	709
2024 Q1	$15.7K	Sell	252 -1	-0.4%	-$59	﹤0.01%	683
2023 Q4	$15.1K	Hold	253	–	–	﹤0.01%	713
2023 Q3	$13.3K	Buy	253 +1	+0.4%	+$55	﹤0.01%	680
2023 Q2	$13.8K	Hold	252	–	–	﹤0.01%	716
2023 Q1	$13.3K	Sell	252 -1,153	-82%	-$62.4K	﹤0.01%	723
2022 Q4	$71.9K	Hold	1,405	–	–	0.01%	488
2022 Q3	$65.4K	Hold	1,405	–	–	0.01%	503
2022 Q2	$67.4K	Sell	1,405 -268	-16%	-$13.9K	0.01%	516
2022 Q1	$93.8K	Hold	1,673	–	–	0.01%	475
2021 Q4	$100K	Hold	1,673	–	–	0.01%	451
2021 Q3	$96.2K	Buy	1,673 +520	+45%	+$30K	0.02%	447
2021 Q2	$67.3K	Buy	+1,153	New	+$67.1K	0.01%	503

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Atlas Capital Advisors's DFAS Position: Q2 2025 in Review

Atlas Capital Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2025 at 252 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Atlas Capital Advisors first reported a position in DFAS in Q2 2021 and has held it in 17 quarters since. The position peaked at $100K in Q4 2021. 769 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

Atlas Capital Advisors held 252 shares of Dimensional US Small Cap ETF worth $16.1K as of Q2 2025.
Atlas Capital Advisors left its Dimensional US Small Cap ETF share count unchanged in Q2 2025.
Dimensional US Small Cap ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #734 holding.
Atlas Capital Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 17 quarters since.
Atlas Capital Advisors's Dimensional US Small Cap ETF position peaked at $100K in Q4 2021.
769 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.