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Eagle Strategies’s Dimensional US Small Cap ETF DFAS Stock Holding History

Eagle Strategies’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 		$1.41M Buy
17,135
+624
+4% +$48.3K 0.14% 118
2026
Q1 		$1.17M Sell
16,511
-848
-5% -$62.2K 0.14% 121
2025
Q4 		$1.21M Buy
17,359
+1,235
+8% +$85.1K 0.15% 117
2025
Q3 		$1.1M Sell
16,124
-226
-1% -$15.1K 0.15% 117
2025
Q2 		$1.04M Sell
16,350
-6,770
-29% -$406K 0.16% 107
2025
Q1 		$1.38M Buy
23,120
+1,557
+7% +$100K 0.24% 89
2024
Q4 		$1.4M Buy
21,563
+737
+4% +$49.3K 0.24% 80
2024
Q3 		$1.35M Sell
20,826
-134
-0.6% -$8.39K 0.24% 84
2024
Q2 		$1.26M Buy
20,960
+13,208
+170% +$795K 0.24% 84
2024
Q1 		$483K Sell
7,752
-11,935
-61% -$706K 0.11% 163
2023
Q4 		$1.17M Buy
19,687
+13
+0.1% +$697 0.25% 78
2023
Q3 		$1.03M Buy
19,674
+7,218
+58% +$398K 0.25% 82
2023
Q2 		$683K Buy
12,456
+1,515
+14% +$79K 0.17% 103
2023
Q1 		$577K Buy
+10,941
New +$592K 0.14% 106

Other funds holding DFAS

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eagle Strategies's DFAS Position: Q2 2026 in Review

Eagle Strategies increased its Dimensional US Small Cap ETF (DFAS) stake by 3.8% in Q2 2026, buying an estimated $48.3K and bringing the position to 17,135 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #118.

Eagle Strategies first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. 512 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Eagle Strategies held 17,135 shares of Dimensional US Small Cap ETF worth $1.41M as of Q2 2026.
  • Eagle Strategies bought 624 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $48.3K.
  • Dimensional US Small Cap ETF made up 0.14% of Eagle Strategies's portfolio in Q2 2026, its #118 holding.
  • Eagle Strategies first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 512 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.