Focus Partners Wealth
DFAS icon

Focus Partners Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

Focus Partners Wealth’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 		$250M Sell
3,447,394
-69,649
-2% -$5.11M 0.28% 80
2025
Q4 		$245M Buy
3,517,043
+114,288
+3% +$7.88M 0.28% 73
2025
Q3 		$233M Buy
3,402,755
+333,978
+11% +$22.3M 0.38% 58
2025
Q2 		$196M Buy
3,068,777
+390,130
+15% +$23.4M 0.42% 47
2025
Q1 		$160M Sell
2,678,647
-33,413
-1% -$2.15M 0.4% 52
2024
Q4 		$177M Sell
2,712,060
-21,346
-0.8% -$1.43M 0.46% 42
2024
Q3 		$177M Buy
2,733,406
+2,728,998
+61,910% +$171M 0.57% 34
2024
Q2 		$265K Hold
4,408
– – ﹤0.01% 1098
2024
Q1 		$275K Buy
4,408
+544
+14% +$32.2K ﹤0.01% 860
2023
Q4 		$230K Buy
+3,864
New +$207K ﹤0.01% 728

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IFA
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PFA
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TWA
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RFP
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MT
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return