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Diversified Portfolios Inc’s Dimensional US Small Cap ETF DFAS Stock Holding History

Diversified Portfolios Inc’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 		$678K Hold
9,531
– – 0.06% 115
2025
Q4 		$664K Sell
9,531
-100
-1% -$6.89K 0.06% 118
2025
Q3 		$659K Sell
9,631
-146
-1% -$9.74K 0.06% 108
2025
Q2 		$623K Buy
9,777
+3,045
+45% +$183K 0.06% 104
2025
Q1 		$402K Buy
6,732
+380
+6% +$24.4K 0.04% 114
2024
Q4 		$413K Sell
6,352
-30
-0.5% -$2.01K 0.05% 116
2024
Q3 		$414K Buy
6,382
+80
+1% +$5.01K 0.05% 111
2024
Q2 		$379K Sell
6,302
-350
-5% -$21.1K 0.05% 111
2024
Q1 		$415K Buy
6,652
+107
+2% +$6.33K 0.06% 102
2023
Q4 		$390K Buy
6,545
+221
+3% +$11.8K 0.06% 101
2023
Q3 		$332K Sell
6,324
-110
-2% -$6.06K 0.06% 98
2023
Q2 		$353K Buy
6,434
+300
+5% +$15.7K 0.07% 103
2023
Q1 		$323K Buy
6,134
+450
+8% +$24.4K 0.07% 109
2022
Q4 		$291K Sell
5,684
-91
-2% -$4.68K 0.07% 116
2022
Q3 		$269K Sell
5,775
-77
-1% -$3.93K 0.07% 114
2022
Q2 		$281K Sell
5,852
-151
-3% -$7.83K 0.08% 102
2022
Q1 		$337K Sell
6,003
-2,799
-32% -$158K 0.08% 105
2021
Q4 		$528K Buy
8,802
+2,183
+33% +$132K 0.13% 85
2021
Q3 		$381K Hold
6,619
– – 0.11% 88
2021
Q2 		$387K Buy
+6,619
New +$385K 0.15% 74

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 $2.31B AUM 26.52% 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 $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Diversified Portfolios Inc's DFAS Position: Q1 2026 in Review

Diversified Portfolios Inc held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 9,531 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #115.

Diversified Portfolios Inc first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Diversified Portfolios Inc held 9,531 shares of Dimensional US Small Cap ETF worth $678K as of Q1 2026.
  • Diversified Portfolios Inc left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.06% of Diversified Portfolios Inc's portfolio in Q1 2026, its #115 holding.
  • Diversified Portfolios Inc first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.