FPAS
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Focus Partners Advisor Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History

Focus Partners Advisor Solutions’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 		$77.7M Buy
943,404
+3,397
+0.4% +$263K 0.66% 27
2026
Q1 		$66.7M Buy
940,007
+100,473
+12% +$7.37M 0.67% 26
2025
Q4 		$58.5M Sell
839,534
-12,158
-1% -$838K 0.72% 25
2025
Q3 		$58.3M Buy
851,692
+68,465
+9% +$4.57M 0.66% 28
2025
Q2 		$49.9M Sell
783,227
-6,535
-0.8% -$392K 0.67% 26
2025
Q1 		$47.2M Buy
789,762
+71,147
+10% +$4.58M 0.72% 24
2024
Q4 		$46.8M Buy
718,615
+119,887
+20% +$8.02M 0.79% 23
2024
Q3 		$38.8M Buy
598,728
+689
+0.1% +$43.1K 0.82% 23
2024
Q2 		$35.9M Sell
598,039
-3,387
-0.6% -$204K 0.94% 20
2024
Q1 		$37.5M Buy
601,426
+285,221
+90% +$16.9M 1.08% 17
2023
Q4 		$18.9M Sell
316,205
-126,036
-28% -$6.75M 0.9% 22
2023
Q3 		$23.2M Buy
442,241
+125,622
+40% +$6.92M 1.12% 18
2023
Q2 		$17.4M Buy
316,619
+51,824
+20% +$2.7M 0.97% 19
2023
Q1 		$14M Buy
264,795
+49,817
+23% +$2.7M 0.9% 20
2022
Q4 		$11M Sell
214,978
-305,419
-59% -$15.7M 0.85% 18
2022
Q3 		$24.2M Buy
520,397
+304,110
+141% +$15.5M 1.43% 15
2022
Q2 		$10.4M Buy
216,287
+99,397
+85% +$5.15M 0.87% 20
2022
Q1 		$6.56M Buy
116,890
+34,478
+42% +$1.94M 0.65% 23
2021
Q4 		$4.94M Buy
+82,412
New +$4.98M 1.03% 11

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

Focus Partners Advisor Solutions's DFAS Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Dimensional US Small Cap ETF (DFAS) stake by 0.36% in Q2 2026, buying an estimated $263K and bringing the position to 943,404 shares worth $77.7M. The position accounts for 0.66% of the portfolio, ranked #27.

Focus Partners Advisor Solutions first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Focus Partners Advisor Solutions held 943,404 shares of Dimensional US Small Cap ETF worth $77.7M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 3,397 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $263K.
  • Dimensional US Small Cap ETF made up 0.66% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #27 holding.
  • Focus Partners Advisor Solutions first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.