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
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 $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
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
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Focus Partners Advisor Solutions's DFAS Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Dimensional US Small Cap ETF (DFAS) stake by 12% in Q1 2026, buying an estimated $7.37M and bringing the position to 940,007 shares worth $66.7M. The position accounts for 0.67% of the portfolio, ranked #26.

Focus Partners Advisor Solutions first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Focus Partners Advisor Solutions held 940,007 shares of Dimensional US Small Cap ETF worth $66.7M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 100,473 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $7.37M.
  • Dimensional US Small Cap ETF made up 0.67% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #26 holding.
  • Focus Partners Advisor Solutions first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.