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

Financial Symmetry’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 		$603K Buy
7,319
+10
+0.1% +$775 0.2% 34
2026
Q1 		$565K Sell
7,309
-1,222
-14% -$89.7K 0.2% 35
2025
Q4 		$594K Buy
8,531
+1,136
+15% +$78.3K 0.24% 34
2025
Q3 		$506K Buy
7,395
+16
+0.2% +$1.07K 0.23% 30
2025
Q2 		$470K Buy
7,379
+874
+13% +$52.4K 0.24% 30
2025
Q1 		$389K Buy
6,505
+262
+4% +$16.8K 0.24% 29
2024
Q4 		$406K Hold
6,243
– – 0.28% 27
2024
Q3 		$405K Buy
6,243
+1,632
+35% +$102K 0.28% 27
2024
Q2 		$277K Sell
4,611
-263
-5% -$15.8K 0.22% 33
2024
Q1 		$304K Buy
4,874
+242
+5% +$14.3K 0.27% 29
2023
Q4 		$276K Buy
+4,632
New +$248K 0.27% 27

Other funds holding DFAS

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Financial Symmetry's DFAS Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional US Small Cap ETF (DFAS) stake by 0.14% in Q2 2026, buying an estimated $775 and bringing the position to 7,319 shares worth $603K. The position accounts for 0.2% of the portfolio, ranked #34.

Financial Symmetry first reported a position in DFAS in Q4 2023 and has held it in 11 quarters since. 457 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Financial Symmetry held 7,319 shares of Dimensional US Small Cap ETF worth $603K as of Q2 2026.
  • Financial Symmetry bought 10 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $775.
  • Dimensional US Small Cap ETF made up 0.2% of Financial Symmetry's portfolio in Q2 2026, its #34 holding.
  • Financial Symmetry first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 457 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.