First Command Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

First Command Advisory Services’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	$77.7M	Sell	1,092,163 -37,906	-3%	-$2.78M	0.52%	21
2025 Q4	$78.7M	Sell	1,130,069 -21,634	-2%	-$1.49M	0.55%	19
2025 Q3	$78.8M	Sell	1,151,703 -67,855	-6%	-$4.53M	0.57%	18
2025 Q2	$77.7M	Buy	1,219,558 +69,113	+6%	+$4.14M	0.67%	14
2025 Q1	$68.7M	Buy	1,150,445 +125,847	+12%	+$8.09M	0.66%	15
2024 Q4	$66.7M	Buy	1,024,598 +57,843	+6%	+$3.87M	0.63%	12
2024 Q3	$62.7M	Buy	966,755 +40,429	+4%	+$2.53M	0.61%	13
2024 Q2	$55.7M	Buy	926,326 +22,315	+2%	+$1.34M	0.58%	12
2024 Q1	$56.4M	Buy	904,011 +59,692	+7%	+$3.53M	0.59%	13
2023 Q4	$50.3M	Buy	844,319 +185,191	+28%	+$9.92M	0.59%	13
2023 Q3	$34.6M	Buy	+659,128	New	+$36.3M	0.46%	14

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

First Command Advisory Services's DFAS Position: Q1 2026 in Review

First Command Advisory Services reduced its Dimensional US Small Cap ETF (DFAS) stake by 3.4% in Q1 2026, selling an estimated $2.78M and leaving 1,092,163 shares worth $77.7M. The position accounts for 0.52% of the portfolio, ranked #21.

First Command Advisory Services first reported a position in DFAS in Q3 2023 and has held it in 11 quarters since. The position peaked at $78.8M in Q3 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

First Command Advisory Services held 1,092,163 shares of Dimensional US Small Cap ETF worth $77.7M as of Q1 2026.
First Command Advisory Services sold 37,906 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $2.78M.
Dimensional US Small Cap ETF made up 0.52% of First Command Advisory Services's portfolio in Q1 2026, its #21 holding.
First Command Advisory Services first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 11 quarters since.
First Command Advisory Services's Dimensional US Small Cap ETF position peaked at $78.8M in Q3 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.