AAS
DFAS icon

Avantax Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Avantax Advisory Services’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 		$13.8M Buy
215,903
+17,447
+9% +$1.05M 0.08% 200
2025
Q1 		$11.9M Buy
198,456
+119,686
+152% +$7.7M 0.07% 213
2024
Q4 		$5.13M Sell
78,770
-7,309
-8% -$489K 0.03% 395
2024
Q3 		$5.58M Buy
86,079
+17,684
+26% +$1.11M 0.04% 361
2024
Q2 		$4.11M Buy
68,395
+17,188
+34% +$1.03M 0.03% 429
2024
Q1 		$3.19M Buy
51,207
+4,713
+10% +$279K 0.03% 415
2023
Q4 		$2.77M Sell
46,494
-6,953
-13% -$373K 0.03% 415
2023
Q3 		$2.81M Buy
53,447
+8,664
+19% +$477K 0.03% 369
2023
Q2 		$2.45M Sell
44,783
-8,760
-16% -$457K 0.03% 399
2023
Q1 		$2.82M Sell
53,543
-192,756
-78% -$10.4M 0.03% 357
2022
Q4 		$12.6M Buy
246,299
+26,284
+12% +$1.35M 0.17% 102
2022
Q3 		$10.2M Buy
220,015
+9,067
+4% +$463K 0.16% 101
2022
Q2 		$10.1M Buy
210,948
+111,668
+112% +$5.79M 0.15% 101
2022
Q1 		$5.58M Buy
99,280
+87,897
+772% +$4.95M 0.08% 186
2021
Q4 		$683K Buy
11,383
+674
+6% +$40.7K 0.01% 649
2021
Q3 		$615K Buy
10,709
+997
+10% +$57.5K 0.01% 639
2021
Q2 		$569K Buy
+9,712
New +$565K 0.01% 656

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
Envestnet Asset Management
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Avantax Advisory Services's DFAS Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional US Small Cap ETF (DFAS) stake by 8.8% in Q2 2025, buying an estimated $1.05M and bringing the position to 215,903 shares worth $13.8M. The position accounts for 0.08% of the portfolio, ranked #200.

Avantax Advisory Services first reported a position in DFAS in Q2 2021 and has held it in 17 quarters since. 770 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

  • Avantax Advisory Services held 215,903 shares of Dimensional US Small Cap ETF worth $13.8M as of Q2 2025.
  • Avantax Advisory Services bought 17,447 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $1.05M.
  • Dimensional US Small Cap ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #200 holding.
  • Avantax Advisory Services first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 17 quarters since.
  • 770 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.