BFG
DFAS icon

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

Bleakley 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 		$67.5M Buy
820,209
+70,026
+9% +$5.43M 0.86% 24
2026
Q1 		$53.4M Buy
750,183
+131,623
+21% +$9.66M 0.83% 28
2025
Q4 		$43.1M Buy
618,560
+5,974
+1% +$412K 0.75% 34
2025
Q3 		$41.9M Buy
612,586
+22,141
+4% +$1.48M 0.97% 27
2025
Q2 		$37.6M Buy
590,445
+97,253
+20% +$5.83M 0.96% 24
2025
Q1 		$29.5M Buy
493,192
+37,136
+8% +$2.39M 0.95% 22
2024
Q4 		$29.7M Buy
456,056
+449,701
+7,076% +$30.1M 0.89% 20
2024
Q3 		$412K Buy
+6,355
New +$398K 0.01% 656

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

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

Bleakley Financial Group increased its Dimensional US Small Cap ETF (DFAS) stake by 9.3% in Q2 2026, buying an estimated $5.43M and bringing the position to 820,209 shares worth $67.5M. The position accounts for 0.86% of the portfolio, ranked #24.

Bleakley Financial Group first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Bleakley Financial Group held 820,209 shares of Dimensional US Small Cap ETF worth $67.5M as of Q2 2026.
  • Bleakley Financial Group bought 70,026 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $5.43M.
  • Dimensional US Small Cap ETF made up 0.86% of Bleakley Financial Group's portfolio in Q2 2026, its #24 holding.
  • Bleakley Financial Group first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.