DAS
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Dynamic Advisor Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History

Dynamic Advisor Solutions’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 		$16.5M Sell
200,647
-5,052
-2% -$391K 0.47% 47
2026
Q1 		$14.6M Buy
205,699
+2,590
+1% +$190K 0.46% 51
2025
Q4 		$14.2M Sell
203,109
-56,090
-22% -$3.87M 0.45% 49
2025
Q3 		$17.7M Buy
259,199
+2,550
+1% +$170K 0.52% 42
2025
Q2 		$16.4M Buy
256,649
+2,782
+1% +$167K 0.51% 45
2025
Q1 		$15.2M Buy
253,867
+3,652
+1% +$235K 0.5% 46
2024
Q4 		$16.3M Buy
250,215
+2,537
+1% +$170K 0.7% 31
2024
Q3 		$16.1M Buy
247,678
+3,358
+1% +$210K 0.48% 48
2024
Q2 		$14.7M Buy
244,320
+74,176
+44% +$4.46M 0.46% 48
2024
Q1 		$10.6M Buy
170,144
+9,050
+6% +$536K 0.36% 68
2023
Q4 		$9.28M Buy
161,094
+14,371
+10% +$770K 0.35% 72
2023
Q3 		$7.7M Buy
146,723
+37,630
+34% +$2.07M 0.36% 69
2023
Q2 		$5.98M Buy
109,093
+22,214
+26% +$1.16M 0.31% 86
2023
Q1 		$4.58M Buy
86,879
+16,051
+23% +$869K 0.27% 104
2022
Q4 		$3.62M Buy
70,828
+4,236
+6% +$218K 0.25% 102
2022
Q3 		$3.1M Buy
66,592
+9,203
+16% +$470K 0.24% 100
2022
Q2 		$2.75M Buy
+57,389
New +$2.98M 0.21% 110
2022
Q1 		– Sell
-44,368
Closed -$2.66M – 737
2021
Q4 		$2.66M Buy
44,368
+3,162
+8% +$191K 0.19% 125
2021
Q3 		$2.37M Buy
41,206
+288
+0.7% +$16.6K 0.18% 139
2021
Q2 		$2.39M Buy
+40,918
New +$2.38M 0.19% 128

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

Dynamic Advisor Solutions's DFAS Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.5% in Q2 2026, selling an estimated $391K and leaving 200,647 shares worth $16.5M. The position accounts for 0.47% of the portfolio, ranked #47.

Dynamic Advisor Solutions first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $17.7M in Q3 2025. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Dynamic Advisor Solutions held 200,647 shares of Dimensional US Small Cap ETF worth $16.5M as of Q2 2026.
  • Dynamic Advisor Solutions sold 5,052 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $391K.
  • Dimensional US Small Cap ETF made up 0.47% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #47 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Dynamic Advisor Solutions's Dimensional US Small Cap ETF position peaked at $17.7M in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.