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Fiduciary Alliance’s Dimensional US Small Cap ETF DFAS Stock Holding History

Fiduciary Alliance’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 		$954K Buy
11,588
+113
+1% +$8.75K 0.06% 274
2026
Q1 		$864K Buy
+11,475
New +$842K 0.05% 280

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Fiduciary Alliance's DFAS Position: Q2 2026 in Review

Fiduciary Alliance increased its Dimensional US Small Cap ETF (DFAS) stake by 0.98% in Q2 2026, buying an estimated $8.75K and bringing the position to 11,588 shares worth $954K. The position accounts for 0.06% of the portfolio, ranked #274.

Fiduciary Alliance first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Fiduciary Alliance held 11,588 shares of Dimensional US Small Cap ETF worth $954K as of Q2 2026.
  • Fiduciary Alliance bought 113 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $8.75K.
  • Dimensional US Small Cap ETF made up 0.06% of Fiduciary Alliance's portfolio in Q2 2026, its #274 holding.
  • Fiduciary Alliance first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.