FFA
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Farther Finance Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Farther Finance Advisors’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 		$32M Buy
388,136
+6,669
+2% +$517K 0.25% 76
2026
Q1 		$27.3M Buy
381,467
+61,525
+19% +$4.52M 0.26% 76
2025
Q4 		$22.3M Buy
319,942
+62,303
+24% +$4.29M 0.24% 78
2025
Q3 		$17.6M Buy
257,639
+28,729
+13% +$1.92M 0.27% 69
2025
Q2 		$14.6M Sell
228,910
-30,403
-12% -$1.82M 0.29% 64
2025
Q1 		$15.6M Buy
259,313
+62,159
+32% +$4M 0.4% 45
2024
Q4 		$12.8M Sell
197,154
-5,911
-3% -$395K 0.46% 42
2024
Q3 		$13.2M Buy
203,065
+124,105
+157% +$7.77M 0.49% 33
2024
Q2 		$4.7M Buy
78,960
+3,245
+4% +$195K 0.23% 79
2024
Q1 		$4.67M Buy
75,715
+691
+0.9% +$40.9K 0.28% 68
2023
Q4 		$4.47M Buy
75,024
+66,605
+791% +$3.57M 0.32% 62
2023
Q3 		$442K Buy
8,419
+718
+9% +$39.6K 0.07% 220
2023
Q2 		$422K Buy
7,701
+4,205
+120% +$219K 0.09% 182
2023
Q1 		$184K Buy
3,496
+3,354
+2,362% +$182K 0.05% 277
2022
Q4 		$7.26K Buy
+142
New +$7.31K ﹤0.01% 1053

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

Farther Finance Advisors's DFAS Position: Q2 2026 in Review

Farther Finance Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 1.7% in Q2 2026, buying an estimated $517K and bringing the position to 388,136 shares worth $32M. The position accounts for 0.25% of the portfolio, ranked #76.

Farther Finance Advisors first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Farther Finance Advisors held 388,136 shares of Dimensional US Small Cap ETF worth $32M as of Q2 2026.
  • Farther Finance Advisors bought 6,669 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $517K.
  • Dimensional US Small Cap ETF made up 0.25% of Farther Finance Advisors's portfolio in Q2 2026, its #76 holding.
  • Farther Finance Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.