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Compass Planning Associates’s Dimensional US Small Cap ETF DFAS Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-1,756
Closed -$112K – 51
2025
Q2 		$112K Buy
1,756
+5
+0.3% +$300 0.1% 42
2025
Q1 		$105K Buy
1,751
+4
+0.2% +$257 0.11% 44
2024
Q4 		$114K Buy
+1,747
New +$117K 0.12% 43

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Compass Planning Associates's DFAS Position: Q3 2025 in Review

Compass Planning Associates sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2025, closing a stake of 1,756 shares — an estimated $112K sold.

Compass Planning Associates first reported a position in DFAS in Q4 2024 and held it in 3 quarters. The position peaked at $114K in Q4 2024. 783 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

  • Compass Planning Associates reported no remaining Dimensional US Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 1,756 Dimensional US Small Cap ETF shares in Q3 2025, an estimated $112K.
  • Compass Planning Associates first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Dimensional US Small Cap ETF position peaked at $114K in Q4 2024.
  • 783 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.