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CFS Investment Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

CFS Investment Advisory Services’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 		$1.94M Buy
23,795
+986
+4% +$76.4K 0.13% 137
2026
Q1 		$1.76M Buy
22,809
+14,763
+183% +$1.08M 0.12% 137
2025
Q4 		$561K Buy
8,046
+3,981
+98% +$274K 0.04% 230
2025
Q3 		$283K Buy
+4,065
New +$271K 0.02% 294

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

CFS Investment Advisory Services's DFAS Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Dimensional US Small Cap ETF (DFAS) stake by 4.3% in Q2 2026, buying an estimated $76.4K and bringing the position to 23,795 shares worth $1.94M. The position accounts for 0.13% of the portfolio, ranked #137.

CFS Investment Advisory Services first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • CFS Investment Advisory Services held 23,795 shares of Dimensional US Small Cap ETF worth $1.94M as of Q2 2026.
  • CFS Investment Advisory Services bought 986 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $76.4K.
  • Dimensional US Small Cap ETF made up 0.13% of CFS Investment Advisory Services's portfolio in Q2 2026, its #137 holding.
  • CFS Investment Advisory Services first reported a position in Dimensional US Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.