Belpointe Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Belpointe Asset Management’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	$244K	Hold	3,436	–	–	0.01%	932
2025 Q4	$239K	Hold	3,436	–	–	0.01%	905
2025 Q3	$235K	Hold	3,436	–	–	0.01%	873
2025 Q2	$219K	Hold	3,436	–	–	0.01%	851
2025 Q1	$205K	Hold	3,436	–	–	0.01%	856
2024 Q4	$221K	Hold	3,436	–	–	0.01%	778
2024 Q3	$223K	Hold	3,436	–	–	0.01%	775
2024 Q2	$206K	Buy	+3,436	New	+$207K	0.01%	720
2023 Q2	–	Sell	-605	Closed	-$31.9K	–	1226
2023 Q1	$31.9K	Buy	+605	New	+$32.8K	﹤0.01%	2015

Other funds holding DFAS

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return