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Forum Finance Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Forum Finance Group’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 		$114K Sell
1,713
-1,388
-45% -$108K 0.04% 181
2026
Q1 		$179K Buy
+3,101
New +$228K 0.1% 134

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

Forum Finance Group's DFAS Position: Q2 2026 in Review

Forum Finance Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 45% in Q2 2026, selling an estimated $108K and leaving 1,713 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #181.

Forum Finance Group first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. The position peaked at $179K in Q1 2026. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Forum Finance Group held 1,713 shares of Dimensional US Small Cap ETF worth $114K as of Q2 2026.
  • Forum Finance Group sold 1,388 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $108K.
  • Dimensional US Small Cap ETF made up 0.04% of Forum Finance Group's portfolio in Q2 2026, its #181 holding.
  • Forum Finance Group first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's Dimensional US Small Cap ETF position peaked at $179K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.