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
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 $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return