FHA
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Flagship Harbor Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Flagship Harbor Advisors’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 		$484K Buy
+5,880
New +$456K 0.02% 524
2026
Q1 		– Sell
-565
Closed -$39.4K – 1063
2025
Q4 		$39.4K Buy
+565
New +$38.9K ﹤0.01% 1131

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

Flagship Harbor Advisors's DFAS Position: Q2 2026 in Review

Flagship Harbor Advisors opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 5,880 shares worth $484K. The stake represents 0.02% of the portfolio and ranks #524 among its holdings. This is a return to the name: Flagship Harbor Advisors previously reported a position in DFAS as recently as Q4 2025.

Flagship Harbor Advisors first reported a position in DFAS in Q4 2025 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Flagship Harbor Advisors held 5,880 shares of Dimensional US Small Cap ETF worth $484K as of Q2 2026.
  • Dimensional US Small Cap ETF was a new Flagship Harbor Advisors position in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #524 holding.
  • Flagship Harbor Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.