EFP
DFAS icon

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

Envision 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 		$11.8M Sell
143,153
-1,469
-1% -$114K 3.84% 12
2026
Q1 		$10.3M Buy
144,622
+1,560
+1% +$114K 3.72% 12
2025
Q4 		$9.97M Buy
143,062
+2,615
+2% +$180K 3.77% 12
2025
Q3 		$9.61M Buy
140,447
+5,953
+4% +$397K 4.08% 11
2025
Q2 		$8.57M Sell
134,494
-11,656
-8% -$699K 4.01% 11
2025
Q1 		$8.73M Buy
146,150
+3,886
+3% +$250K 4.45% 11
2024
Q4 		$9.26M Buy
142,264
+749
+0.5% +$50.1K 4.78% 11
2024
Q3 		$9.18M Buy
141,515
+49,493
+54% +$3.1M 4.83% 11
2024
Q2 		$5.53M Buy
92,022
+6,052
+7% +$364K 4.22% 8
2024
Q1 		$5.36M Buy
85,970
+5,939
+7% +$351K 4.33% 8
2023
Q4 		$4.77M Buy
80,031
+4,582
+6% +$246K 4.18% 8
2023
Q3 		$3.96M Buy
+75,449
New +$4.16M 3.92% 9

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

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

Envision Financial Planning reduced its Dimensional US Small Cap ETF (DFAS) stake by 1% in Q2 2026, selling an estimated $114K and leaving 143,153 shares worth $11.8M. The position accounts for 3.84% of the portfolio, ranked #12.

Envision Financial Planning first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Envision Financial Planning held 143,153 shares of Dimensional US Small Cap ETF worth $11.8M as of Q2 2026.
  • Envision Financial Planning sold 1,469 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $114K.
  • Dimensional US Small Cap ETF made up 3.84% of Envision Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Envision Financial Planning first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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