CIA
DFAS icon

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

Concurrent Investment 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 		$5.05M Buy
61,310
+4,702
+8% +$364K 0.04% 431
2026
Q1 		$4.03M Sell
56,608
-1,177
-2% -$86.4K 0.04% 408
2025
Q4 		$4.03M Buy
57,785
+4,104
+8% +$283K 0.05% 380
2025
Q3 		$3.67M Buy
53,681
+22,265
+71% +$1.49M 0.06% 303
2025
Q2 		$2M Buy
31,416
+15,035
+92% +$901K 0.04% 431
2025
Q1 		$979K Buy
16,381
+10,260
+168% +$660K 0.02% 552
2024
Q4 		$398K Buy
+6,121
New +$409K 0.01% 740

Other funds holding DFAS

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
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Concurrent Investment Advisors's DFAS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 8.3% in Q2 2026, buying an estimated $364K and bringing the position to 61,310 shares worth $5.05M. The position accounts for 0.04% of the portfolio, ranked #431.

Concurrent Investment Advisors first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Concurrent Investment Advisors held 61,310 shares of Dimensional US Small Cap ETF worth $5.05M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,702 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $364K.
  • Dimensional US Small Cap ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #431 holding.
  • Concurrent Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.