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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 913 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.
913 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.