Baird Financial Group
DFAS icon

Baird Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Baird Financial Group’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
Q1 		$10.4M Buy
146,454
+9,116
+7% +$669K 0.02% 551
2025
Q4 		$9.57M Buy
137,338
+7,016
+5% +$484K 0.01% 550
2025
Q3 		$8.92M Buy
130,322
+18,258
+16% +$1.22M 0.01% 572
2025
Q2 		$7.14M Buy
112,064
+11,342
+11% +$680K 0.01% 606
2025
Q1 		$6.02M Sell
100,722
-16,631
-14% -$1.07M 0.01% 624
2024
Q4 		$7.64M Sell
117,353
-30,514
-21% -$2.04M 0.01% 572
2024
Q3 		$9.59M Buy
147,867
+17,083
+13% +$1.07M 0.02% 521
2024
Q2 		$7.86M Buy
130,784
+10,241
+8% +$616K 0.02% 549
2024
Q1 		$7.51M Sell
120,543
-43,644
-27% -$2.58M 0.02% 553
2023
Q4 		$9.79M Buy
164,187
+7,842
+5% +$420K 0.02% 452
2023
Q3 		$8.21M Sell
156,345
-2,530
-2% -$139K 0.02% 478
2023
Q2 		$8.71M Buy
158,875
+1,152
+0.7% +$60.1K 0.02% 479
2023
Q1 		$8.31M Buy
157,723
+1,454
+0.9% +$78.7K 0.02% 473
2022
Q4 		$7.99M Buy
156,269
+112,237
+255% +$5.78M 0.02% 480
2022
Q3 		$2.05M Sell
44,032
-137
-0.3% -$7K 0.01% 828
2022
Q2 		$2.12M Buy
44,169
+2,089
+5% +$108K 0.01% 830
2022
Q1 		$2.36M Buy
42,080
+2,995
+8% +$169K 0.01% 834
2021
Q4 		$2.35M Sell
39,085
-4,057
-9% -$245K 0.01% 868
2021
Q3 		$2.48M Buy
43,142
+2,024
+5% +$117K 0.01% 862
2021
Q2 		$2.4M Buy
+41,118
New +$2.39M 0.01% 844

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IFA
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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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return