Cambridge Investment Research Advisors
DFAS icon

Cambridge Investment Research Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$27.5M Buy
386,291
+80,598
+26% +$5.91M 0.07% 285
2025
Q4 		$21.3M Buy
305,693
+28,322
+10% +$1.95M 0.06% 344
2025
Q3 		$19M Buy
277,371
+15,552
+6% +$1.04M 0.05% 361
2025
Q2 		$16.7M Buy
261,819
+40,483
+18% +$2.43M 0.05% 373
2025
Q1 		$13.2M Buy
221,336
+25,263
+13% +$1.62M 0.04% 412
2024
Q4 		$12.8M Buy
196,073
+17,754
+10% +$1.19M 0.04% 410
2024
Q3 		$11.6M Buy
178,319
+29,789
+20% +$1.86M 0.04% 448
2024
Q2 		$8.92M Sell
148,530
-3,796
-2% -$228K 0.03% 515
2024
Q1 		$9.5M Buy
152,326
+29,782
+24% +$1.76M 0.04% 480
2023
Q4 		$7.31M Buy
122,544
+31,141
+34% +$1.67M 0.03% 539
2023
Q3 		$4.8M Buy
91,403
+5,500
+6% +$303K 0.02% 671
2023
Q2 		$4.71M Buy
85,903
+7,689
+10% +$401K 0.02% 692
2023
Q1 		$4.12M Sell
78,214
-8,008
-9% -$434K 0.02% 735
2022
Q4 		$4.41M Buy
86,222
+5,618
+7% +$289K 0.02% 658
2022
Q3 		$3.75M Sell
80,604
-445
-0.5% -$22.7K 0.02% 697
2022
Q2 		$3.89M Buy
81,049
+2,845
+4% +$148K 0.02% 706
2022
Q1 		$4.38M Buy
78,204
+39,818
+104% +$2.24M 0.02% 694
2021
Q4 		$2.3M Buy
38,386
+435
+1% +$26.3K 0.01% 1056
2021
Q3 		$2.18M Buy
37,951
+1,198
+3% +$69.1K 0.01% 1054
2021
Q2 		$2.15M Buy
+36,753
New +$2.14M 0.01% 1075

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IFA
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PFA
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TWA
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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