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Dakota Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Dakota Wealth Management’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 		$222K Buy
+2,696
New +$209K ﹤0.01% 735
2025
Q1 		– Sell
-3,975
Closed -$259K – 762
2024
Q4 		$259K Buy
+3,975
New +$266K 0.01% 657

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dakota Wealth Management's DFAS Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 2,696 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in DFAS as recently as Q4 2024.

Dakota Wealth Management first reported a position in DFAS in Q4 2024 and has held it in 2 quarters since. The position peaked at $259K in Q4 2024. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Dakota Wealth Management held 2,696 shares of Dimensional US Small Cap ETF worth $222K as of Q2 2026.
  • Dimensional US Small Cap ETF was a new Dakota Wealth Management position in Q2 2026.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #735 holding.
  • Dakota Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Dakota Wealth Management's Dimensional US Small Cap ETF position peaked at $259K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.