AFA
DFAS icon

Avant Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Avant Financial 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
Q2 		$387K Hold
4,704
– – 0.24% 52
2026
Q1 		$335K Hold
4,704
– – 0.24% 53
2025
Q4 		$328K Hold
4,704
– – 0.24% 56
2025
Q3 		$322K Hold
4,704
– – 0.24% 54
2025
Q2 		$300K Hold
4,704
– – 0.25% 54
2025
Q1 		$281K Hold
4,704
– – 0.25% 55
2024
Q4 		$306K Buy
+4,704
New +$315K 0.28% 53

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Avant Financial Advisors's DFAS Position: Q2 2026 in Review

Avant Financial Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 4,704 shares worth $387K. The position accounts for 0.24% of the portfolio, ranked #52.

Avant Financial Advisors first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Avant Financial Advisors held 4,704 shares of Dimensional US Small Cap ETF worth $387K as of Q2 2026.
  • Avant Financial Advisors left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.24% of Avant Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Avant Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 324 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.