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 Q2	$1.78M	Buy	+21,938	New	+$1.7M	0.03%	447
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 $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

Diversify Advisory Services's DFAS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 21,938 shares worth $1.78M. The stake represents 0.03% of the portfolio and ranks #447 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DFAS as recently as Q4 2025.

Diversify Advisory Services first reported a position in DFAS in Q1 2024 and has held it in 5 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Diversify Advisory Services held 21,938 shares of Dimensional US Small Cap ETF worth $1.78M as of Q2 2026.
Dimensional US Small Cap ETF was a new Diversify Advisory Services position in Q2 2026.
Dimensional US Small Cap ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #447 holding.
Diversify Advisory Services first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 5 quarters since.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.