BCI
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Brinker Capital Investments’s Dimensional US Small Cap ETF DFAS Stock Holding History

Brinker Capital Investments’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 		$513K Sell
7,210
-166,499
-96% -$12.2M ﹤0.01% 1441
2025
Q4 		$12.1M Buy
173,709
+162,153
+1,403% +$11.2M 0.09% 202
2025
Q3 		$791K Sell
11,556
-1,822
-14% -$122K 0.01% 1338
2025
Q2 		$852K Buy
13,378
+2,826
+27% +$169K 0.01% 1272
2025
Q1 		$630K Sell
10,552
-4,124
-28% -$265K 0.01% 1297
2024
Q4 		$955K Buy
14,676
+3
+0% +$201 0.01% 1078
2024
Q3 		$952K Buy
14,673
+789
+6% +$49.4K 0.01% 1064
2024
Q2 		$834K Buy
13,884
+603
+5% +$36.3K 0.01% 1060
2024
Q1 		$828K Buy
13,281
+1,597
+14% +$94.5K 0.01% 1067
2023
Q4 		$683K Sell
11,684
-1,036
-8% -$55.5K 0.01% 1094
2023
Q3 		$668K Buy
12,720
+1,289
+11% +$71K 0.01% 1087
2023
Q2 		$626K Buy
11,431
+199
+2% +$10.4K 0.01% 1134
2023
Q1 		$592K Buy
+11,232
New +$608K 0.01% 1083

Other funds holding DFAS

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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 $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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return