Cornerstone Planning Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cornerstone Planning Group’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	$23.3K	Buy	287 +33	+13%	+$2.56K	﹤0.01%	625
2026 Q1	$19.7K	Buy	254 +1	+0.4%	+$73	﹤0.01%	671
2025 Q4	$18.7K	Sell	253 -1,757	-87%	-$121K	﹤0.01%	606
2025 Q3	$102K	Buy	2,010 +1,758	+698%	+$117K	0.02%	209
2025 Q2	$16.2K	Buy	252 +1	+0.4%	+$60	﹤0.01%	456
2025 Q1	$14.2K	Buy	+251	New	+$16.1K	﹤0.01%	478
2022 Q4	$38.6K	Buy	+725	New	+$37.3K	0.02%	305

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's DFAS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Dimensional US Small Cap ETF (DFAS) stake by 13% in Q2 2026, buying an estimated $2.56K and bringing the position to 287 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Cornerstone Planning Group first reported a position in DFAS in Q4 2022 and has held it in 7 quarters since. The position peaked at $102K in Q3 2025. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Cornerstone Planning Group held 287 shares of Dimensional US Small Cap ETF worth $23.3K as of Q2 2026.
Cornerstone Planning Group bought 33 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $2.56K.
Dimensional US Small Cap ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #625 holding.
Cornerstone Planning Group first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 7 quarters since.
Cornerstone Planning Group's Dimensional US Small Cap ETF position peaked at $102K in Q3 2025.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.