FIC
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Family Investment Center’s Dimensional US Small Cap ETF DFAS Stock Holding History

Family Investment Center’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 		$284K Hold
3,448
– – 0.05% 98
2026
Q1 		$245K Hold
3,448
– – 0.05% 77
2025
Q4 		$240K Hold
3,448
– – 0.05% 87
2025
Q3 		$236K Hold
3,448
– – 0.05% 89
2025
Q2 		$220K Hold
3,448
– – 0.05% 88
2025
Q1 		$206K Sell
3,448
-662
-16% -$42.6K 0.05% 76
2024
Q4 		$268K Buy
4,110
+1
+0% +$67 0.07% 76
2024
Q3 		$266K Sell
4,109
-325
-7% -$20.3K 0.07% 73
2024
Q2 		$266K Buy
4,434
+168
+4% +$10.1K 0.08% 71
2024
Q1 		$266K Buy
+4,266
New +$252K 0.09% 70

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

Family Investment Center's DFAS Position: Q2 2026 in Review

Family Investment Center held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 3,448 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #98.

Family Investment Center first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Family Investment Center held 3,448 shares of Dimensional US Small Cap ETF worth $284K as of Q2 2026.
  • Family Investment Center left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.05% of Family Investment Center's portfolio in Q2 2026, its #98 holding.
  • Family Investment Center first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.