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Financial Counselors Inc’s Dimensional US Small Cap ETF DFAS Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-1,822,806
Closed -$109M – 138
2025
Q1 		$109M Buy
1,822,806
+101,736
+6% +$6.54M 1.65% 7
2024
Q4 		$112M Buy
1,721,070
+83,102
+5% +$5.56M 1.64% 8
2024
Q3 		$106M Buy
1,637,968
+73,992
+5% +$4.63M 1.57% 7
2024
Q2 		$94M Buy
1,563,976
+71,378
+5% +$4.3M 1.51% 7
2024
Q1 		$93M Buy
1,492,598
+40,645
+3% +$2.41M 1.57% 7
2023
Q4 		$86.6M Buy
1,451,953
+1,366,082
+1,591% +$73.2M 1.55% 7
2023
Q3 		$4.51M Buy
85,871
+3,810
+5% +$210K 0.09% 181
2023
Q2 		$4.5M Buy
82,061
+549
+0.7% +$28.6K 0.09% 182
2023
Q1 		$4.3M Buy
81,512
+39
+0% +$2.11K 0.09% 181
2022
Q4 		$4.17M Buy
81,473
+810
+1% +$41.7K 0.09% 184
2022
Q3 		$3.75M Buy
80,663
+36
+0% +$1.84K 0.09% 184
2022
Q2 		$3.87M Sell
80,627
-72
-0.1% -$3.73K 0.09% 188
2022
Q1 		$4.52M Buy
80,699
+657
+0.8% +$37K 0.09% 185
2021
Q4 		$4.8M Buy
80,042
+101
+0.1% +$6.1K 0.1% 188
2021
Q3 		$4.6M Buy
+79,941
New +$4.61M 0.1% 192

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Financial Counselors Inc's DFAS Position: Q2 2025 in Review

Financial Counselors Inc sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2025, closing a stake of 1,822,806 shares — an estimated $109M sold.

Financial Counselors Inc first reported a position in DFAS in Q3 2021 and held it in 15 quarters. The position peaked at $112M in Q4 2024. 770 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

  • Financial Counselors Inc reported no remaining Dimensional US Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 1,822,806 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $109M.
  • Financial Counselors Inc first reported a position in Dimensional US Small Cap ETF in Q3 2021 and held it in 15 quarters.
  • Financial Counselors Inc's Dimensional US Small Cap ETF position peaked at $112M in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.