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EnRich Financial Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

EnRich Financial Partners’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 		$21M Sell
255,558
-1,081
-0.4% -$83.7K 5% 8
2026
Q1 		$18.3M Buy
256,639
+2,530
+1% +$186K 4.84% 8
2025
Q4 		$17.7M Buy
254,109
+4,010
+2% +$276K 4.83% 8
2025
Q3 		$17.1M Buy
250,099
+3,381
+1% +$226K 4.87% 8
2025
Q2 		$15.7M Sell
246,718
-1,865
-0.8% -$112K 4.83% 8
2025
Q1 		$14.9M Sell
248,583
-21,643
-8% -$1.39M 4.99% 8
2024
Q4 		$17.6M Buy
270,226
+835
+0.3% +$55.8K 5.86% 7
2024
Q3 		$17.5M Buy
269,391
+6,361
+2% +$398K 5.84% 8
2024
Q2 		$15.8M Sell
263,030
-580
-0.2% -$34.9K 5.8% 8
2024
Q1 		$16.4M Sell
263,610
-2,253
-0.8% -$133K 6.16% 7
2023
Q4 		$15.9M Buy
+265,863
New +$14.2M 6.61% 6

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

EnRich Financial Partners's DFAS Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.42% in Q2 2026, selling an estimated $83.7K and leaving 255,558 shares worth $21M. The position accounts for 5% of the portfolio, ranked #8.

EnRich Financial Partners first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • EnRich Financial Partners held 255,558 shares of Dimensional US Small Cap ETF worth $21M as of Q2 2026.
  • EnRich Financial Partners sold 1,081 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $83.7K.
  • Dimensional US Small Cap ETF made up 5% of EnRich Financial Partners's portfolio in Q2 2026, its #8 holding.
  • EnRich Financial Partners first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.