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

Financial Insights’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 		$1.25M Sell
15,169
-810
-5% -$62.8K 0.33% 48
2026
Q1 		$1.14M Sell
15,979
-43
-0.3% -$3.16K 0.37% 47
2025
Q4 		$1.12M Buy
16,022
+1
+0% +$69 0.37% 43
2025
Q3 		$1.1M Buy
16,021
+320
+2% +$21.4K 0.36% 41
2025
Q2 		$1M Sell
15,701
-798
-5% -$47.8K 0.37% 42
2025
Q1 		$986K Sell
16,499
-60
-0.4% -$3.86K 0.39% 36
2024
Q4 		$1.08M Sell
16,559
-1,043
-6% -$69.8K 0.4% 39
2024
Q3 		$1.14M Sell
17,602
-1,295
-7% -$81.1K 0.36% 46
2024
Q2 		$1.14M Sell
18,897
-374
-2% -$22.5K 0.32% 52
2024
Q1 		$1.2M Sell
19,271
-2,633
-12% -$156K 0.34% 58
2023
Q4 		$1.31M Sell
21,904
-2,143
-9% -$115K 0.41% 50
2023
Q3 		$1.19M Sell
24,047
-3,846
-14% -$212K 0.43% 47
2023
Q2 		$1.53M Sell
27,893
-4,968
-15% -$259K 0.56% 35
2023
Q1 		$1.73M Sell
32,861
-2,505
-7% -$136K 0.71% 29
2022
Q4 		$1.81M Sell
35,366
-3,476
-9% -$179K 0.86% 28
2022
Q3 		$1.81M Buy
38,842
+13,923
+56% +$711K 1.22% 20
2022
Q2 		$1.2M Buy
+24,919
New +$1.29M 1.21% 23

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

Financial Insights's DFAS Position: Q2 2026 in Review

Financial Insights reduced its Dimensional US Small Cap ETF (DFAS) stake by 5.1% in Q2 2026, selling an estimated $62.8K and leaving 15,169 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #48.

Financial Insights first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.81M in Q4 2022. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Financial Insights held 15,169 shares of Dimensional US Small Cap ETF worth $1.25M as of Q2 2026.
  • Financial Insights sold 810 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $62.8K.
  • Dimensional US Small Cap ETF made up 0.33% of Financial Insights's portfolio in Q2 2026, its #48 holding.
  • Financial Insights first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Financial Insights's Dimensional US Small Cap ETF position peaked at $1.81M in Q4 2022.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.