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

Aznar 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
2025 Q4	$487K	Buy	+6,987	New	+$482K	0.47%	22

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Aznar Financial Advisors's DFAS Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in Dimensional US Small Cap ETF (DFAS) in Q4 2025: 6,987 shares worth $487K. The stake represents 0.47% of the portfolio and ranks #22 among its holdings.

870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

Aznar Financial Advisors held 6,987 shares of Dimensional US Small Cap ETF worth $487K as of Q4 2025.
Dimensional US Small Cap ETF was a new Aznar Financial Advisors position in Q4 2025.
Dimensional US Small Cap ETF made up 0.47% of Aznar Financial Advisors's portfolio in Q4 2025, its #22 holding.
870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.