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
Q2 		$12.8M Buy
155,022
+8,568
+6% +$664K 0.02% 535
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

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group's DFAS Position: Q2 2026 in Review

Baird Financial Group increased its Dimensional US Small Cap ETF (DFAS) stake by 5.9% in Q2 2026, buying an estimated $664K and bringing the position to 155,022 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #535.

Baird Financial Group first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Baird Financial Group held 155,022 shares of Dimensional US Small Cap ETF worth $12.8M as of Q2 2026.
  • Baird Financial Group bought 8,568 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $664K.
  • Dimensional US Small Cap ETF made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #535 holding.
  • Baird Financial Group first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.