Efficient Advisors’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Efficient Advisors’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	$9.5M	Sell	133,608 -5,334	-4%	-$391K	0.67%	28
2025 Q4	$9.7M	Buy	138,942 +16,524	+13%	+$1.14M	0.57%	30
2025 Q3	$8.38M	Buy	122,418 +20,129	+20%	+$1.34M	0.47%	31
2025 Q2	$6.52M	Buy	102,289 +11,729	+13%	+$703K	0.39%	31
2025 Q1	$5.41M	Sell	90,560 -5,661	-6%	-$364K	0.35%	35
2024 Q4	$6.26M	Buy	96,221 +11,416	+13%	+$764K	0.4%	36
2024 Q3	$5.5M	Buy	84,805 +11,747	+16%	+$735K	0.35%	36
2024 Q2	$4.39M	Buy	73,058 +13,137	+22%	+$791K	0.28%	36
2024 Q1	$3.74M	Buy	59,921 +5,529	+10%	+$327K	0.24%	39
2023 Q4	$3.24M	Sell	54,392 -3,370	-6%	-$181K	0.22%	41
2023 Q3	$3.03M	Sell	57,762 -1,433	-2%	-$78.9K	0.21%	41
2023 Q2	$3.24M	Buy	59,195 +3,789	+7%	+$198K	0.21%	42
2023 Q1	$2.92M	Sell	55,406 -2,221	-4%	-$120K	0.2%	43
2022 Q4	$2.95M	Buy	57,627 +52,323	+986%	+$2.69M	0.3%	38
2022 Q3	$247K	Buy	5,304 +80	+2%	+$4.09K	0.02%	61
2022 Q2	$251K	Buy	5,224 +1,163	+29%	+$60.3K	0.02%	57
2022 Q1	$228K	Buy	4,061 +14	+0.3%	+$788	0.02%	57
2021 Q4	$243K	Buy	4,047 +451	+13%	+$27.2K	0.02%	59
2021 Q3	$207K	Buy	3,596 +4	+0.1%	+$231	0.02%	60
2021 Q2	$210K	Buy	+3,592	New	+$209K	0.03%	62

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

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Efficient Advisors's DFAS Position: Q1 2026 in Review

Efficient Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.8% in Q1 2026, selling an estimated $391K and leaving 133,608 shares worth $9.5M. The position accounts for 0.67% of the portfolio, ranked #28.

Efficient Advisors first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.7M in Q4 2025. 895 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Efficient Advisors held 133,608 shares of U.S. Small Cap Portfolio ETF Class Shares worth $9.5M as of Q1 2026.
Efficient Advisors sold 5,334 U.S. Small Cap Portfolio ETF Class Shares shares in Q1 2026, an estimated $391K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.67% of Efficient Advisors's portfolio in Q1 2026, its #28 holding.
Efficient Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
Efficient Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $9.7M in Q4 2025.
895 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.