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Centaurus Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Centaurus Financial’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 		$1.5M Sell
18,283
-1,124
-6% -$87.1K 0.06% 317
2026
Q1 		$1.38M Buy
19,407
+410
+2% +$30.1K 0.07% 272
2025
Q4 		$1.32M Buy
18,997
+4,841
+34% +$334K 0.06% 281
2025
Q3 		$969K Buy
14,156
+728
+5% +$48.6K 0.05% 339
2025
Q2 		$856K Buy
13,428
+513
+4% +$30.8K 0.05% 328
2025
Q1 		$772K Buy
12,915
+259
+2% +$16.7K 0.05% 336
2024
Q4 		$824K Buy
12,656
+281
+2% +$18.8K 0.05% 305
2024
Q3 		$803K Buy
12,375
+352
+3% +$22K 0.05% 305
2024
Q2 		$722K Buy
12,023
+276
+2% +$16.6K 0.05% 303
2024
Q1 		$732K Hold
11,747
– – 0.05% 300
2023
Q4 		$700K Buy
+11,747
New +$629K 0.05% 300

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

Centaurus Financial's DFAS Position: Q2 2026 in Review

Centaurus Financial reduced its Dimensional US Small Cap ETF (DFAS) stake by 5.8% in Q2 2026, selling an estimated $87.1K and leaving 18,283 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #317.

Centaurus Financial first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Centaurus Financial held 18,283 shares of Dimensional US Small Cap ETF worth $1.5M as of Q2 2026.
  • Centaurus Financial sold 1,124 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $87.1K.
  • Dimensional US Small Cap ETF made up 0.06% of Centaurus Financial's portfolio in Q2 2026, its #317 holding.
  • Centaurus Financial first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.