Cetera Investment Advisers
DFAS icon

Cetera Investment Advisers’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cetera Investment Advisers’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 		$45.5M Buy
640,069
+39,367
+7% +$2.89M 0.05% 399
2025
Q4 		$41.9M Buy
600,702
+73,467
+14% +$5.06M 0.05% 404
2025
Q3 		$36.1M Buy
527,235
+216,441
+70% +$14.4M 0.04% 426
2025
Q2 		$19.8M Buy
310,794
+61,344
+25% +$3.68M 0.03% 521
2025
Q1 		$14.9M Sell
249,450
-13,882
-5% -$893K 0.03% 573
2024
Q4 		$17.1M Buy
263,332
+43,721
+20% +$2.92M 0.04% 481
2024
Q3 		$14.2M Buy
219,611
+8,888
+4% +$556K 0.03% 543
2024
Q2 		$12.7M Buy
210,723
+25,838
+14% +$1.56M 0.03% 579
2024
Q1 		$11.5M Buy
184,885
+101,253
+121% +$5.99M 0.03% 615
2023
Q4 		$4.99M Sell
83,632
-8,272
-9% -$443K 0.04% 434
2023
Q3 		$4.82M Buy
91,904
+9,739
+12% +$537K 0.04% 424
2023
Q2 		$4.5M Buy
82,165
+474
+0.6% +$24.7K 0.04% 440
2023
Q1 		$4.31M Sell
81,691
-1,430
-2% -$77.4K 0.04% 442
2022
Q4 		$4.25M Buy
83,121
+6,552
+9% +$337K 0.04% 431
2022
Q3 		$3.56M Buy
76,569
+5,215
+7% +$266K 0.07% 291
2022
Q2 		$3.42M Sell
71,354
-777
-1% -$40.3K 0.05% 343
2022
Q1 		$4.04M Buy
72,131
+1,244
+2% +$70K 0.06% 334
2021
Q4 		$4.25M Buy
70,887
+5,686
+9% +$343K 0.06% 323
2021
Q3 		$3.75M Sell
65,201
-527
-0.8% -$30.4K 0.06% 337
2021
Q2 		$3.84M Buy
+65,728
New +$3.82M 0.06% 329

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