Diversify Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Diversify Advisory Services’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	–	Sell	-17,001	Closed	-$1.27M	–	367
2025 Q4	$1.27M	Buy	+17,001	New	+$1.17M	0.04%	336
2024 Q4	–	Sell	-4,385	Closed	-$284K	–	634
2024 Q3	$284K	Buy	4,385 +432	+11%	+$27K	0.02%	513
2024 Q2	$234K	Sell	3,953 -1,709	-30%	-$103K	0.01%	565
2024 Q1	$349K	Buy	+5,662	New	+$335K	0.02%	502

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Diversify Advisory Services's DFAS Position: Q1 2026 in Review

Diversify Advisory Services sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 17,001 shares — an estimated $1.27M sold.

Diversify Advisory Services first reported a position in DFAS in Q1 2024 and held it in 4 quarters. The position peaked at $1.27M in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Diversify Advisory Services reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 17,001 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.27M.
Diversify Advisory Services first reported a position in Dimensional US Small Cap ETF in Q1 2024 and held it in 4 quarters.
Diversify Advisory Services's Dimensional US Small Cap ETF position peaked at $1.27M in Q4 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.