Elser Financial Planning’s Dimensional US Small Cap ETF DFAS Stock Holding History

Elser Financial Planning’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	$44.4M	Sell	539,346 -16,322	-3%	-$1.26M	1.93%	7
2026 Q1	$39.4M	Buy	555,668 +536,201	+2,754%	+$39.4M	1.91%	7
2025 Q4	$1.36M	Hold	19,467	–	–	0.98%	18
2025 Q3	$1.33M	Hold	19,467	–	–	1.61%	16
2025 Q2	$1.24M	Hold	19,467	–	–	1.55%	16
2025 Q1	$1.16M	Sell	19,467 -713,608	-97%	-$45.9M	1.61%	13
2024 Q4	$47.7M	Buy	733,075 +713,608	+3,666%	+$47.7M	2.85%	6
2024 Q3	$1.26M	Sell	19,467 -783,363	-98%	-$49M	1.83%	11
2024 Q2	$48.2M	Buy	+802,830	New	+$48.3M	8.06%	4

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

Elser Financial Planning's DFAS Position: Q2 2026 in Review

Elser Financial Planning reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.9% in Q2 2026, selling an estimated $1.26M and leaving 539,346 shares worth $44.4M. The position accounts for 1.93% of the portfolio, ranked #7.

Elser Financial Planning first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. The position peaked at $48.2M in Q2 2024. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Elser Financial Planning held 539,346 shares of Dimensional US Small Cap ETF worth $44.4M as of Q2 2026.
Elser Financial Planning sold 16,322 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.26M.
Dimensional US Small Cap ETF made up 1.93% of Elser Financial Planning's portfolio in Q2 2026, its #7 holding.
Elser Financial Planning first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
Elser Financial Planning's Dimensional US Small Cap ETF position peaked at $48.2M in Q2 2024.
906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.