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Financial Connections Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Financial Connections Group’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 		$1.32M Buy
18,537
+287
+2% +$21.1K 0.46% 35
2025
Q4 		$1.27M Sell
18,250
-2,090
-10% -$144K 0.44% 36
2025
Q3 		$1.39M Sell
20,340
-2,707
-12% -$181K 0.54% 30
2025
Q2 		$1.47M Sell
23,047
-18,654
-45% -$1.12M 0.61% 30
2025
Q1 		$2.49M Sell
41,701
-247
-0.6% -$15.9K 1.12% 23
2024
Q4 		$2.73M Sell
41,948
-658
-2% -$44K 1.31% 16
2024
Q3 		$2.76M Sell
42,606
-3,375
-7% -$211K 1.36% 16
2024
Q2 		$2.76M Sell
45,981
-2,052
-4% -$123K 1.43% 17
2024
Q1 		$3M Sell
48,033
-7,602
-14% -$450K 3.28% 10
2023
Q4 		$3.32M Sell
55,635
-94,308
-63% -$5.05M 2.15% 14
2023
Q3 		$7.87M Sell
149,943
-1,361
-0.9% -$75K 9.71% 3
2023
Q2 		$8.29M Buy
151,304
+4,122
+3% +$215K 5.44% 5
2023
Q1 		$7.76M Buy
147,182
+5,205
+4% +$282K 5.51% 6
2022
Q4 		$7.26M Buy
141,977
+7,039
+5% +$362K 5.73% 5
2022
Q3 		$6.28M Buy
134,938
+134,461
+28,189% +$6.87M 5.29% 5
2022
Q2 		$22K Hold
477
– – 0.02% 137
2022
Q1 		$26K Hold
477
– – 0.03% 135
2021
Q4 		$28K Buy
+477
New +$28.8K 0.03% 136

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

Financial Connections Group's DFAS Position: Q1 2026 in Review

Financial Connections Group increased its Dimensional US Small Cap ETF (DFAS) stake by 1.6% in Q1 2026, buying an estimated $21.1K and bringing the position to 18,537 shares worth $1.32M. The position accounts for 0.46% of the portfolio, ranked #35.

Financial Connections Group first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.29M in Q2 2023. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Financial Connections Group held 18,537 shares of Dimensional US Small Cap ETF worth $1.32M as of Q1 2026.
  • Financial Connections Group bought 287 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $21.1K.
  • Dimensional US Small Cap ETF made up 0.46% of Financial Connections Group's portfolio in Q1 2026, its #35 holding.
  • Financial Connections Group first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's Dimensional US Small Cap ETF position peaked at $8.29M in Q2 2023.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.