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Clearstead Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Clearstead Advisors’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 		$13.1M Buy
158,743
+7,580
+5% +$587K 0.12% 146
2026
Q1 		$10.8M Buy
151,163
+114,700
+315% +$8.42M 0.1% 162
2025
Q4 		$2.54M Sell
36,463
-68
-0.2% -$4.69K 0.03% 292
2025
Q3 		$2.5M Buy
36,531
+784
+2% +$52.3K 0.03% 286
2025
Q2 		$2.28M Sell
35,747
-220
-0.6% -$13.2K 0.03% 296
2025
Q1 		$2.15M Sell
35,967
-22
-0.1% -$1.42K 0.03% 289
2024
Q4 		$2.34M Sell
35,989
-1,420
-4% -$95K 0.04% 272
2024
Q3 		$2.43M Sell
37,409
-187
-0.5% -$11.7K 0.04% 270
2024
Q2 		$2.26M Buy
37,596
+35,213
+1,478% +$2.12M 0.04% 261
2024
Q1 		$146K Hold
2,383
– – 0.01% 525
2023
Q4 		$142K Hold
2,383
– – 0.01% 514
2023
Q3 		$125K Sell
2,383
-575
-19% -$31.7K 0.01% 511
2023
Q2 		$162K Hold
2,958
– – 0.01% 458
2023
Q1 		$156K Hold
2,958
– – 0.01% 432
2022
Q4 		$151K Hold
2,958
– – 0.01% 419
2022
Q3 		$138K Hold
2,958
– – 0.01% 416
2022
Q2 		$142K Hold
2,958
– – 0.01% 430
2022
Q1 		$166K Hold
2,958
– – 0.01% 441
2021
Q4 		$177K Hold
2,958
– – 0.01% 416
2021
Q3 		$170K Hold
2,958
– – 0.01% 395
2021
Q2 		$173K Buy
+2,958
New +$172K 0.01% 367

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

Clearstead Advisors's DFAS Position: Q2 2026 in Review

Clearstead Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 5% in Q2 2026, buying an estimated $587K and bringing the position to 158,743 shares worth $13.1M. The position accounts for 0.12% of the portfolio, ranked #146.

Clearstead Advisors 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.

  • Clearstead Advisors held 158,743 shares of Dimensional US Small Cap ETF worth $13.1M as of Q2 2026.
  • Clearstead Advisors bought 7,580 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $587K.
  • Dimensional US Small Cap ETF made up 0.12% of Clearstead Advisors's portfolio in Q2 2026, its #146 holding.
  • Clearstead Advisors 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.