CIBC Private Wealth Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$71K	Hold	1,019	–	–	﹤0.01%	1650
2025 Q3	$69.7K	Sell	1,019 -1,390	-58%	-$92.8K	﹤0.01%	1642
2025 Q2	$153K	Sell	2,409 -728	-23%	-$43.6K	﹤0.01%	1227
2025 Q1	$164K	Sell	3,137 -2,152	-41%	-$138K	﹤0.01%	1151
2024 Q4	$345K	Sell	5,289 -1,081	-17%	-$72.3K	﹤0.01%	975
2024 Q3	$413K	Buy	6,370 +2,581	+68%	+$162K	﹤0.01%	930
2024 Q2	$226K	Hold	3,789	–	–	﹤0.01%	1050
2024 Q1	$234K	Buy	+3,789	New	+$224K	﹤0.01%	1060

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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

Align Financial Hermantown, Minnesota $176M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

CIBC Private Wealth Group's DFAS Position: Q4 2025 in Review

CIBC Private Wealth Group held its Dimensional US Small Cap ETF (DFAS) position steady in Q4 2025 at 1,019 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

CIBC Private Wealth Group first reported a position in DFAS in Q1 2024 and has held it in 8 quarters since. The position peaked at $413K in Q3 2024. 865 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

CIBC Private Wealth Group held 1,019 shares of Dimensional US Small Cap ETF worth $71K as of Q4 2025.
CIBC Private Wealth Group left its Dimensional US Small Cap ETF share count unchanged in Q4 2025.
Dimensional US Small Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1650 holding.
CIBC Private Wealth Group first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Dimensional US Small Cap ETF position peaked at $413K in Q3 2024.
865 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.