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Cardiff Park Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cardiff Park 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 		$7.48M Sell
105,144
-19,700
-16% -$1.45M 0.6% 35
2025
Q4 		$8.7M Sell
124,844
-22,846
-15% -$1.57M 0.71% 32
2025
Q3 		$10.1M Sell
147,690
-680
-0.5% -$45.4K 0.77% 28
2025
Q2 		$9.45M Sell
148,370
-22,502
-13% -$1.35M 0.81% 25
2025
Q1 		$10.2M Buy
170,872
+3,511
+2% +$226K 0.98% 16
2024
Q4 		$10.9M Sell
167,361
-834
-0.5% -$55.8K 1.03% 17
2024
Q3 		$10.9M Buy
168,195
+1,147
+0.7% +$71.8K 0.98% 16
2024
Q2 		$10M Buy
167,048
+7,844
+5% +$472K 0.96% 16
2024
Q1 		$9.92M Buy
159,204
+3,881
+2% +$230K 0.94% 18
2023
Q4 		$9.26M Sell
155,323
-1,963
-1% -$105K 1.02% 18
2023
Q3 		$8.26M Sell
157,286
-417
-0.3% -$23K 1.04% 18
2023
Q2 		$8.64M Sell
157,703
-1,213
-0.8% -$63.3K 1.06% 17
2023
Q1 		$8.37M Buy
158,916
+5,062
+3% +$274K 1.1% 17
2022
Q4 		$7.87M Buy
153,854
+1,208
+0.8% +$62.2K 1.1% 18
2022
Q3 		$7.1M Buy
152,646
+1,569
+1% +$80.1K 1.11% 16
2022
Q2 		$7.25M Sell
151,077
-7,954
-5% -$412K 1.1% 19
2022
Q1 		$8.91M Buy
159,031
+110
+0.1% +$6.19K 1.26% 14
2021
Q4 		$9.53M Buy
+158,921
New +$9.6M 1.25% 14

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 $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

Cardiff Park Advisors's DFAS Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 16% in Q1 2026, selling an estimated $1.45M and leaving 105,144 shares worth $7.48M. The position accounts for 0.6% of the portfolio, ranked #35.

Cardiff Park Advisors first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.9M in Q3 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Cardiff Park Advisors held 105,144 shares of Dimensional US Small Cap ETF worth $7.48M as of Q1 2026.
  • Cardiff Park Advisors sold 19,700 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.45M.
  • Dimensional US Small Cap ETF made up 0.6% of Cardiff Park Advisors's portfolio in Q1 2026, its #35 holding.
  • Cardiff Park Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Dimensional US Small Cap ETF position peaked at $10.9M in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.