CFO
DFAS icon

CVA Family Office’s Dimensional US Small Cap ETF DFAS Stock Holding History

CVA Family Office’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 		$113K Sell
1,587
-161
-9% -$11.8K 0.01% 429
2025
Q4 		$122K Sell
1,748
-989
-36% -$68.2K 0.01% 381
2025
Q3 		$187K Sell
2,737
-1,055
-28% -$70.4K 0.02% 302
2025
Q2 		$242K Sell
3,792
-5,914
-61% -$355K 0.03% 260
2025
Q1 		$580K Buy
9,706
+17
+0.2% +$1.09K 0.09% 145
2024
Q4 		$631K Buy
9,689
+7,035
+265% +$471K 0.1% 127
2024
Q3 		$172K Hold
2,654
– – 0.03% 287
2024
Q2 		$159K Hold
2,654
– – 0.03% 276
2024
Q1 		$165K Buy
2,654
+2,636
+14,644% +$156K 0.03% 276
2023
Q4 		$1.07K Buy
+18
New +$965 ﹤0.01% 979
2023
Q3 		– Sell
-18
Closed -$986 – 406
2023
Q2 		$986 Buy
+18
New +$939 ﹤0.01% 949

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