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Continuum Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

Continuum Advisory’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 		$225K Buy
+2,738
New +$212K 0.02% 441
2025
Q2 		– Sell
-1,664
Closed -$99.4K – 679
2025
Q1 		$99.4K Hold
1,664
– – 0.01% 529
2024
Q4 		$108K Hold
1,664
– – 0.01% 500
2024
Q3 		$113K Hold
1,664
– – 0.01% 497
2024
Q2 		$100K Hold
1,664
– – 0.01% 487
2024
Q1 		$102K Buy
+1,664
New +$98.5K 0.02% 481

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

Continuum Advisory's DFAS Position: Q2 2026 in Review

Continuum Advisory opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 2,738 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #441 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in DFAS as recently as Q1 2025.

Continuum Advisory first reported a position in DFAS in Q1 2024 and has held it in 6 quarters since. 913 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Continuum Advisory held 2,738 shares of Dimensional US Small Cap ETF worth $225K as of Q2 2026.
  • Dimensional US Small Cap ETF was a new Continuum Advisory position in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #441 holding.
  • Continuum Advisory first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • 913 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.