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Efficient Advisors’s Dimensional US Small Cap ETF 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 		$9.68M 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
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 Dimensional US Small Cap ETF (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 $9.68M in Q4 2025. 888 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Efficient Advisors held 133,608 shares of Dimensional US Small Cap ETF worth $9.5M as of Q1 2026.
  • Efficient Advisors sold 5,334 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $391K.
  • Dimensional US Small Cap ETF made up 0.67% of Efficient Advisors's portfolio in Q1 2026, its #28 holding.
  • Efficient Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Efficient Advisors's Dimensional US Small Cap ETF position peaked at $9.68M in Q4 2025.
  • 888 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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