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Conquis Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Conquis Financial’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
Q1 		$33.6K Hold
438
– – 0.03% 38
2025
Q4 		$30.5K Hold
438
– – 0.03% 44
2025
Q3 		$30K Hold
438
– – 0.03% 36
2025
Q2 		$27.9K Sell
438
-2,389
-85% -$143K 0.03% 33
2025
Q1 		$169K Hold
2,827
– – 0.18% 19
2024
Q4 		$184K Buy
+2,827
New +$189K 0.19% 21

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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Conquis Financial's DFAS Position: Q1 2026 in Review

Conquis Financial held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 438 shares worth $33.6K. The position accounts for 0.03% of the portfolio, ranked #38.

Conquis Financial first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. The position peaked at $184K in Q4 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Conquis Financial held 438 shares of Dimensional US Small Cap ETF worth $33.6K as of Q1 2026.
  • Conquis Financial left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.03% of Conquis Financial's portfolio in Q1 2026, its #38 holding.
  • Conquis Financial first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Conquis Financial's Dimensional US Small Cap ETF position peaked at $184K in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Conquis Financial's 13F filing for Q1 2026, filed 7 May 2026.