Curi RMB Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Curi RMB Capital’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	$1.51M	Buy	21,250 +93	+0.4%	+$6.83K	0.03%	379
2025 Q4	$1.47M	Sell	21,157 -1,402	-6%	-$96.7K	0.03%	391
2025 Q3	$1.54M	Buy	22,559 +35	+0.2%	+$2.34K	0.03%	363
2025 Q2	$1.44M	Buy	22,524 +1,170	+5%	+$70.1K	0.03%	372
2025 Q1	$1.28M	Hold	21,354	–	–	0.03%	310
2024 Q4	$1.39M	Sell	21,354 -2,572	-11%	-$172K	0.03%	305
2024 Q3	$1.55M	Hold	23,926	–	–	0.04%	300
2024 Q2	$1.44M	Hold	23,926	–	–	0.03%	303
2024 Q1	$1.49M	Buy	23,926 +15,166	+173%	+$897K	0.03%	302
2023 Q4	$522K	Hold	8,760	–	–	0.02%	382
2023 Q3	$460K	Hold	8,760	–	–	0.02%	381
2023 Q2	$480K	Hold	8,760	–	–	0.02%	379
2023 Q1	$462K	Buy	+8,760	New	+$474K	0.02%	372

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Curi RMB Capital's DFAS Position: Q1 2026 in Review

Curi RMB Capital increased its Dimensional US Small Cap ETF (DFAS) stake by 0.44% in Q1 2026, buying an estimated $6.83K and bringing the position to 21,250 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #379.

Curi RMB Capital first reported a position in DFAS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q3 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Curi RMB Capital held 21,250 shares of Dimensional US Small Cap ETF worth $1.51M as of Q1 2026.
Curi RMB Capital bought 93 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $6.83K.
Dimensional US Small Cap ETF made up 0.03% of Curi RMB Capital's portfolio in Q1 2026, its #379 holding.
Curi RMB Capital first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
Curi RMB Capital's Dimensional US Small Cap ETF position peaked at $1.55M in Q3 2024.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.