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Cedar Point Capital Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cedar Point Capital Partners’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 		$9.88M Buy
119,981
+3,201
+3% +$248K 5.68% 6
2026
Q1 		$8.31M Buy
116,780
+1,016
+0.9% +$74.6K 5.4% 6
2025
Q4 		$8.07M Sell
115,764
-4,414
-4% -$304K 5.15% 7
2025
Q3 		$8.23M Buy
120,178
+1,187
+1% +$79.2K 5.39% 6
2025
Q2 		$7.58M Buy
118,991
+384
+0.3% +$23K 5.35% 6
2025
Q1 		$7.09M Buy
118,607
+2,840
+2% +$183K 4.76% 9
2024
Q4 		$7.53M Sell
115,767
-2,868
-2% -$192K 5.1% 6
2024
Q3 		$7.69M Sell
118,635
-2,592
-2% -$162K 5.28% 7
2024
Q2 		$7.28M Buy
121,227
+1,213
+1% +$73K 5.45% 7
2024
Q1 		$7.48M Buy
120,014
+2,408
+2% +$142K 5.68% 6
2023
Q4 		$7.01M Buy
+117,606
New +$6.3M 5.8% 6

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

Cedar Point Capital Partners's DFAS Position: Q2 2026 in Review

Cedar Point Capital Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 2.7% in Q2 2026, buying an estimated $248K and bringing the position to 119,981 shares worth $9.88M. The position accounts for 5.68% of the portfolio, ranked #6.

Cedar Point Capital Partners first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Cedar Point Capital Partners held 119,981 shares of Dimensional US Small Cap ETF worth $9.88M as of Q2 2026.
  • Cedar Point Capital Partners bought 3,201 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $248K.
  • Dimensional US Small Cap ETF made up 5.68% of Cedar Point Capital Partners's portfolio in Q2 2026, its #6 holding.
  • Cedar Point Capital Partners first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.