CFFP
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Center for Financial Planning’s Dimensional US Small Cap ETF DFAS Stock Holding History

Center for Financial Planning’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 		$125K Hold
1,518
– – 0.01% 217
2026
Q1 		$108K Hold
1,518
– – 0.01% 223
2025
Q4 		$106K Hold
1,518
– – 0.01% 222
2025
Q3 		$104K Hold
1,518
– – 0.01% 225
2025
Q2 		$96.7K Hold
1,518
– – 0.01% 222
2025
Q1 		$90.7K Hold
1,518
– – 0.01% 212
2024
Q4 		$98.8K Hold
1,518
– – 0.01% 197
2024
Q3 		$98.5K Hold
1,518
– – 0.01% 188
2024
Q2 		$91.2K Hold
1,518
– – 0.01% 187
2024
Q1 		$94.6K Sell
1,518
-82
-5% -$4.85K 0.01% 188
2023
Q4 		$95.4K Sell
1,600
-238
-13% -$12.8K 0.02% 173
2023
Q3 		$96.5K Sell
1,838
-330
-15% -$18.2K 0.02% 173
2023
Q2 		$119K Buy
2,168
+650
+43% +$33.9K 0.02% 157
2023
Q1 		$80K Hold
1,518
– – 0.02% 179
2022
Q4 		$77.6K Hold
1,518
– – 0.02% 183
2022
Q3 		$71K Hold
1,518
– – 0.02% 182
2022
Q2 		$73K Hold
1,518
– – 0.02% 183
2022
Q1 		$85K Hold
1,518
– – 0.02% 185
2021
Q4 		$91K Hold
1,518
– – 0.02% 182
2021
Q3 		$87K Hold
1,518
– – 0.02% 172
2021
Q2 		$89K Buy
+1,518
New +$88.3K 0.02% 170

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

Center for Financial Planning's DFAS Position: Q2 2026 in Review

Center for Financial Planning held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 1,518 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #217.

Center for Financial Planning first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Center for Financial Planning held 1,518 shares of Dimensional US Small Cap ETF worth $125K as of Q2 2026.
  • Center for Financial Planning left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #217 holding.
  • Center for Financial Planning first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.