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Clarity Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Clarity Asset Management’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 		– Sell
-231
Closed -$15.8K – 253
2025
Q3 		$15.8K Buy
231
+1
+0.4% +$67 0.01% 182
2025
Q2 		$14.7K Buy
230
+1
+0.4% +$60 0.01% 188
2025
Q1 		$13.7K Hold
229
– – 0.01% 161
2024
Q4 		$14.9K Buy
229
+1
+0.4% +$67 0.01% 152
2024
Q3 		$14.8K Sell
228
-20
-8% -$1.25K 0.01% 143
2024
Q2 		$14.9K Sell
248
-1,319
-84% -$79.4K 0.01% 137
2024
Q1 		$97.7K Sell
1,567
-127,867
-99% -$7.57M 0.07% 50
2023
Q4 		$7.72M Buy
+129,434
New +$6.94M 6.1% 6

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
AF
Align Financial Hermantown, Minnesota $176M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Clarity Asset Management's DFAS Position: Q4 2025 in Review

Clarity Asset Management sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 231 shares — an estimated $15.8K sold.

Clarity Asset Management first reported a position in DFAS in Q4 2023 and held it in 8 quarters. The position peaked at $7.72M in Q4 2023. 865 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Clarity Asset Management reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Clarity Asset Management sold 231 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $15.8K.
  • Clarity Asset Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and held it in 8 quarters.
  • Clarity Asset Management's Dimensional US Small Cap ETF position peaked at $7.72M in Q4 2023.
  • 865 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Clarity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.