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Financial Advocates Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-5,452
Closed -$347K – 194
2025
Q2 		$347K Buy
+5,452
New +$327K 0.03% 463
2024
Q2 		– Sell
-35,145
Closed -$2.19M – 756
2024
Q1 		$2.19M Buy
35,145
+1,205
+4% +$71.3K 0.13% 173
2023
Q4 		$2.02M Sell
33,940
-77,846
-70% -$4.17M 0.13% 174
2023
Q3 		$5.87M Sell
111,786
-10,248
-8% -$565K 0.42% 59
2023
Q2 		$6.69M Sell
122,034
-20,042
-14% -$1.05M 0.48% 47
2023
Q1 		$7.49M Sell
142,076
-6,315
-4% -$342K 0.54% 38
2022
Q4 		$7.59M Buy
148,391
+14,572
+11% +$750K 0.57% 34
2022
Q3 		$6.22M Buy
133,819
+22,621
+20% +$1.16M 0.51% 38
2022
Q2 		$5.34M Buy
+111,198
New +$5.77M 0.43% 52
2022
Q1 		– Sell
-46,295
Closed -$2.78M – 750
2021
Q4 		$2.78M Buy
46,295
+17,377
+60% +$1.05M 0.17% 136
2021
Q3 		$1.66M Buy
28,918
+6,302
+28% +$364K 0.11% 220
2021
Q2 		$1.32M Buy
+22,616
New +$1.32M 0.09% 265

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 $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Financial Advocates Investment Management's DFAS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2025, closing a stake of 5,452 shares — an estimated $347K sold.

Financial Advocates Investment Management first reported a position in DFAS in Q2 2021 and held it in 12 quarters. The position peaked at $7.59M in Q4 2022. 785 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Dimensional US Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,452 Dimensional US Small Cap ETF shares in Q3 2025, an estimated $347K.
  • Financial Advocates Investment Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 12 quarters.
  • Financial Advocates Investment Management's Dimensional US Small Cap ETF position peaked at $7.59M in Q4 2022.
  • 785 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.