DHJJ Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

DHJJ Financial Advisors’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	$295K	Buy	3,583 +2,729	+320%	+$211K	0.09%	171
2026 Q1	$60.7K	Hold	854	–	–	0.02%	366
2025 Q4	$59.5K	Hold	854	–	–	0.02%	356
2025 Q3	$58.5K	Hold	854	–	–	0.02%	338
2025 Q2	$54.4K	Hold	854	–	–	0.02%	334
2025 Q1	$51K	Hold	854	–	–	0.02%	308
2024 Q4	$55.6K	Hold	854	–	–	0.02%	297
2024 Q3	$55.4K	Hold	854	–	–	0.02%	289
2024 Q2	$51.3K	Hold	854	–	–	0.02%	269
2024 Q1	$53.2K	Hold	854	–	–	0.02%	257
2023 Q4	$50.9K	Hold	854	–	–	0.02%	247
2023 Q3	$44.8K	Buy	+854	New	+$47K	0.02%	254

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

DHJJ Financial Advisors's DFAS Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 320% in Q2 2026, buying an estimated $211K and bringing the position to 3,583 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #171.

DHJJ Financial Advisors first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

DHJJ Financial Advisors held 3,583 shares of Dimensional US Small Cap ETF worth $295K as of Q2 2026.
DHJJ Financial Advisors bought 2,729 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $211K.
Dimensional US Small Cap ETF made up 0.09% of DHJJ Financial Advisors's portfolio in Q2 2026, its #171 holding.
DHJJ Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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