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

CRA Financial Services’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	$777K	Hold	9,437	–	–	0.09%	155
2026 Q1	$671K	Hold	9,437	–	–	0.09%	156
2025 Q4	$657K	Hold	9,437	–	–	0.09%	151
2025 Q3	$646K	Sell	9,437 -650	-6%	-$43.4K	0.09%	150
2025 Q2	$643K	Hold	10,087	–	–	0.1%	141
2025 Q1	$603K	Buy	10,087 +2,715	+37%	+$175K	0.1%	137
2024 Q4	$480K	Hold	7,372	–	–	0.08%	154
2024 Q3	$478K	Hold	7,372	–	–	0.09%	144
2024 Q2	$443K	Hold	7,372	–	–	0.09%	143
2024 Q1	$460K	Hold	7,372	–	–	0.1%	133
2023 Q4	$440K	Hold	7,372	–	–	0.11%	125
2023 Q3	$387K	Hold	7,372	–	–	0.11%	128
2023 Q2	$404K	Hold	7,372	–	–	0.11%	122
2023 Q1	$389K	Sell	7,372 -348	-5%	-$18.8K	0.12%	128
2022 Q4	$395K	Hold	7,720	–	–	0.13%	121
2022 Q3	$359K	Hold	7,720	–	–	0.13%	125
2022 Q2	$371K	Buy	+7,720	New	+$400K	0.13%	134
2022 Q1	–	Sell	-7,720	Closed	-$463K	–	211
2021 Q4	$463K	Hold	7,720	–	–	0.14%	114
2021 Q3	$444K	Hold	7,720	–	–	0.15%	115
2021 Q2	$451K	Buy	+7,720	New	+$449K	0.16%	111

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

CRA Financial Services's DFAS Position: Q2 2026 in Review

CRA Financial Services held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 9,437 shares worth $777K. The position accounts for 0.09% of the portfolio, ranked #155.

CRA Financial Services first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

CRA Financial Services held 9,437 shares of Dimensional US Small Cap ETF worth $777K as of Q2 2026.
CRA Financial Services left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.09% of CRA Financial Services's portfolio in Q2 2026, its #155 holding.
CRA Financial Services first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.