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CX Institutional’s Dimensional US Small Cap ETF DFAS Stock Holding History

CX Institutional’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 		$1.24M Sell
15,094
-345
-2% -$26.7K 0.04% 302
2026
Q1 		$1.1M Sell
15,439
-88
-0.6% -$6.46K 0.03% 329
2025
Q4 		$1.08M Sell
15,527
-1,575
-9% -$109K 0.03% 277
2025
Q3 		$1.17M Sell
17,102
-2,171
-11% -$145K 0.04% 276
2025
Q2 		$1.23M Sell
19,273
-70,618
-79% -$4.23M 0.04% 240
2025
Q1 		$5.37M Buy
89,891
+4,152
+5% +$267K 0.2% 115
2024
Q4 		$5.58M Buy
85,739
+4,183
+5% +$280K 0.22% 108
2024
Q3 		$5.29M Sell
81,556
-5,396
-6% -$338K 0.23% 113
2024
Q2 		$5.22M Buy
86,952
+25,591
+42% +$1.54M 0.25% 104
2024
Q1 		$3.83M Buy
61,361
+1,987
+3% +$118K 0.18% 136
2023
Q4 		$3.54M Buy
+59,374
New +$3.18M 0.19% 148
2022
Q3 		– Sell
-173
Closed -$8K – 614
2022
Q2 		$8K Buy
+173
New +$8.97K ﹤0.01% 974
2021
Q4 		– Sell
-173
Closed -$10K – 461
2021
Q3 		$10K Hold
173
– – ﹤0.01% 828
2021
Q2 		$10K Buy
+173
New +$10.1K ﹤0.01% 833

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

CX Institutional's DFAS Position: Q2 2026 in Review

CX Institutional reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.2% in Q2 2026, selling an estimated $26.7K and leaving 15,094 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #302.

CX Institutional first reported a position in DFAS in Q2 2021 and has held it in 14 quarters since. The position peaked at $5.58M in Q4 2024. 213 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • CX Institutional held 15,094 shares of Dimensional US Small Cap ETF worth $1.24M as of Q2 2026.
  • CX Institutional sold 345 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $26.7K.
  • Dimensional US Small Cap ETF made up 0.04% of CX Institutional's portfolio in Q2 2026, its #302 holding.
  • CX Institutional first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 14 quarters since.
  • CX Institutional's Dimensional US Small Cap ETF position peaked at $5.58M in Q4 2024.
  • 213 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.