Foster Dykema Cabot & Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Foster Dykema Cabot & Partners’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	$75.6K	Hold	918	–	–	﹤0.01%	166
2026 Q1	$65.3K	Hold	918	–	–	﹤0.01%	170
2025 Q4	$64K	Hold	918	–	–	﹤0.01%	179
2025 Q3	$62.8K	Hold	918	–	–	﹤0.01%	197
2025 Q2	$58.5K	Hold	918	–	–	﹤0.01%	185
2025 Q1	$54.9K	Hold	918	–	–	﹤0.01%	185
2024 Q4	$59.7K	Hold	918	–	–	﹤0.01%	195
2024 Q3	$59.5K	Hold	918	–	–	0.01%	206
2024 Q2	$55.2K	Hold	918	–	–	﹤0.01%	170
2024 Q1	$57.2K	Buy	+918	New	+$54.3K	0.01%	170

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

Foster Dykema Cabot & Partners's DFAS Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 918 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Foster Dykema Cabot & Partners first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Foster Dykema Cabot & Partners held 918 shares of Dimensional US Small Cap ETF worth $75.6K as of Q2 2026.
Foster Dykema Cabot & Partners left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #166 holding.
Foster Dykema Cabot & Partners first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.