Fortis Capital Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Fortis Capital 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	$283K	Hold	3,436	–	–	0.03%	339
2026 Q1	$244K	Hold	3,436	–	–	0.03%	329
2025 Q4	$239K	Hold	3,436	–	–	0.04%	274
2025 Q3	$235K	Hold	3,436	–	–	0.04%	247
2025 Q2	$219K	Hold	3,436	–	–	0.04%	224
2025 Q1	$205K	Hold	3,436	–	–	0.04%	240
2024 Q4	$221K	Hold	3,436	–	–	0.08%	164
2024 Q3	$223K	Hold	3,436	–	–	0.07%	164
2024 Q2	$206K	Buy	+3,436	New	+$207K	0.07%	152

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fortis Capital Advisors's DFAS Position: Q2 2026 in Review

Fortis Capital Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 3,436 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #339.

Fortis Capital Advisors first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Fortis Capital Advisors held 3,436 shares of Dimensional US Small Cap ETF worth $283K as of Q2 2026.
Fortis Capital Advisors left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #339 holding.
Fortis Capital Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.