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Forum Financial Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Forum Financial Management’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 		$11.6M Sell
141,455
-4,430
-3% -$343K 0.15% 33
2026
Q1 		$10.4M Sell
145,885
-2,677
-2% -$196K 0.15% 35
2025
Q4 		$10.4M Sell
148,562
-5,271
-3% -$363K 0.13% 40
2025
Q3 		$10.5M Buy
153,833
+7,795
+5% +$520K 0.14% 38
2025
Q2 		$9.3M Sell
146,038
-750
-0.5% -$45K 0.14% 36
2025
Q1 		$8.77M Sell
146,788
-2,298
-2% -$148K 0.15% 38
2024
Q4 		$9.7M Buy
149,086
+19,934
+15% +$1.33M 0.16% 36
2024
Q3 		$8.38M Buy
129,152
+102
+0.1% +$6.38K 0.14% 38
2024
Q2 		$7.75M Sell
129,050
-6,741
-5% -$406K 0.14% 38
2024
Q1 		$8.47M Sell
135,791
-254
-0.2% -$15K 0.14% 40
2023
Q4 		$8.11M Sell
136,045
-3,492
-3% -$187K 0.15% 35
2023
Q3 		$7.32M Sell
139,537
-2,693
-2% -$148K 0.16% 33
2023
Q2 		$7.79M Sell
142,230
-12,072
-8% -$630K 0.17% 29
2023
Q1 		$8.13M Buy
154,302
+237
+0.2% +$12.8K 0.24% 27
2022
Q4 		$7.88M Buy
154,065
+45,487
+42% +$2.34M 0.26% 24
2022
Q3 		$5.05M Sell
108,578
-1,587
-1% -$81.1K 0.24% 31
2022
Q2 		$5.29M Sell
110,165
-3,908
-3% -$203K 0.27% 24
2022
Q1 		$6.39M Sell
114,073
-758
-0.7% -$42.7K 0.31% 18
2021
Q4 		$6.89M Buy
+114,831
New +$6.93M 0.35% 16

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 Financial Management's DFAS Position: Q2 2026 in Review

Forum Financial Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 3% in Q2 2026, selling an estimated $343K and leaving 141,455 shares worth $11.6M. The position accounts for 0.15% of the portfolio, ranked #33.

Forum Financial Management first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Forum Financial Management held 141,455 shares of Dimensional US Small Cap ETF worth $11.6M as of Q2 2026.
  • Forum Financial Management sold 4,430 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $343K.
  • Dimensional US Small Cap ETF made up 0.15% of Forum Financial Management's portfolio in Q2 2026, its #33 holding.
  • Forum Financial Management first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.