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Bay Colony Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bay Colony 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 		– Sell
-20,639
Closed -$1.41M – 507
2025
Q3 		$1.41M Buy
20,639
+3,387
+20% +$226K 0.17% 123
2025
Q2 		$1.1M Buy
17,252
+3,571
+26% +$214K 0.15% 135
2025
Q1 		$817K Buy
13,681
+83
+0.6% +$5.34K 0.12% 168
2024
Q4 		$885K Buy
13,598
+683
+5% +$45.7K 0.13% 162
2024
Q3 		$838K Buy
12,915
+1,086
+9% +$68K 0.13% 161
2024
Q2 		$711K Buy
11,829
+551
+5% +$33.2K 0.12% 172
2024
Q1 		$703K Buy
11,278
+3,267
+41% +$193K 0.12% 170
2023
Q4 		$478K Buy
8,011
+831
+12% +$44.5K 0.09% 204
2023
Q3 		$377K Buy
7,180
+1,431
+25% +$78.8K 0.09% 205
2023
Q2 		$315K Buy
5,749
+66
+1% +$3.44K 0.08% 229
2023
Q1 		$295K Buy
5,683
+485
+9% +$26.3K 0.08% 232
2022
Q4 		$266K Buy
5,198
+23
+0.4% +$1.18K 0.07% 273
2022
Q3 		$241K Buy
5,175
+1,287
+33% +$65.7K 0.07% 265
2022
Q2 		$206K Buy
3,888
+8
+0.2% +$415 0.05% 314
2022
Q1 		$218K Sell
3,880
-716
-16% -$40.3K 0.05% 323
2021
Q4 		$276K Buy
+4,596
New +$278K 0.08% 279

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

Bay Colony Advisors's DFAS Position: Q4 2025 in Review

Bay Colony Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 20,639 shares — an estimated $1.41M sold.

Bay Colony Advisors first reported a position in DFAS in Q4 2021 and held it in 16 quarters. The position peaked at $1.41M in Q3 2025. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Bay Colony Advisors reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 20,639 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $1.41M.
  • Bay Colony Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 16 quarters.
  • Bay Colony Advisors's Dimensional US Small Cap ETF position peaked at $1.41M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Bay Colony Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.