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Brighton Jones LLC’s Dimensional US Small Cap ETF DFAS Stock Holding History

Brighton Jones LLC’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 		$415K Buy
+5,828
New +$428K 0.01% 775
2025
Q4 		– Sell
-6,946
Closed -$476K – 261
2025
Q3 		$476K Buy
6,946
+408
+6% +$27.2K 0.01% 647
2025
Q2 		$417K Sell
6,538
-69
-1% -$4.14K 0.01% 594
2025
Q1 		$395K Hold
6,607
– – 0.01% 461
2024
Q4 		$430K Sell
6,607
-6
-0.1% -$401 0.01% 429
2024
Q3 		$429K Sell
6,613
-787
-11% -$49.3K 0.02% 353
2024
Q2 		$445K Sell
7,400
-451
-6% -$27.1K 0.01% 378
2024
Q1 		$489K Buy
7,851
+124
+2% +$7.34K 0.02% 353
2023
Q4 		$461K Buy
7,727
+24
+0.3% +$1.29K 0.02% 342
2023
Q3 		$404K Sell
7,703
-2
-0% -$110 0.02% 336
2023
Q2 		$422K Buy
7,705
+2,766
+56% +$144K 0.02% 328
2023
Q1 		$260K Buy
4,939
+14
+0.3% +$758 0.01% 413
2022
Q4 		$252K Sell
4,925
-12
-0.2% -$618 0.02% 383
2022
Q3 		$230K Buy
4,937
+7
+0.1% +$358 0.01% 388
2022
Q2 		$237K Buy
4,930
+6
+0.1% +$311 0.01% 384
2022
Q1 		$276K Buy
4,924
+27
+0.6% +$1.52K 0.01% 383
2021
Q4 		$294K Buy
4,897
+59
+1% +$3.56K 0.01% 380
2021
Q3 		$278K Buy
4,838
+5
+0.1% +$288 0.01% 378
2021
Q2 		$282K Buy
+4,833
New +$281K 0.01% 362

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
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
IFA
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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Brighton Jones LLC's DFAS Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Dimensional US Small Cap ETF (DFAS) in Q1 2026: 5,828 shares worth $415K. The stake represents 0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in DFAS as recently as Q3 2025.

Brighton Jones LLC first reported a position in DFAS in Q2 2021 and has held it in 19 quarters since. The position peaked at $489K in Q1 2024. 885 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Brighton Jones LLC held 5,828 shares of Dimensional US Small Cap ETF worth $415K as of Q1 2026.
  • Dimensional US Small Cap ETF was a new Brighton Jones LLC position in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #775 holding.
  • Brighton Jones LLC first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • Brighton Jones LLC's Dimensional US Small Cap ETF position peaked at $489K in Q1 2024.
  • 885 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.