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Foundations Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Foundations Investment 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
Q1 		$523K Sell
7,355
-391
-5% -$28.7K 0.01% 707
2025
Q4 		$540K Buy
7,746
+140
+2% +$9.65K 0.01% 694
2025
Q3 		$521K Sell
7,606
-58,793
-89% -$3.92M 0.01% 640
2025
Q2 		$4.23M Buy
66,399
+15,279
+30% +$916K 0.07% 221
2025
Q1 		$3.05M Buy
51,120
+12,011
+31% +$772K 0.06% 245
2024
Q4 		$2.55M Buy
39,109
+5,735
+17% +$384K 0.05% 252
2024
Q3 		$2.16M Buy
33,374
+3,588
+12% +$225K 0.05% 260
2024
Q2 		$1.79M Buy
29,786
+7,452
+33% +$448K 0.04% 246
2024
Q1 		$1.39M Buy
22,334
+278
+1% +$16.4K 0.04% 273
2023
Q4 		$1.29M Buy
22,056
+6,923
+46% +$371K 0.03% 271
2023
Q3 		$794K Buy
15,133
+3,060
+25% +$169K 0.02% 308
2023
Q2 		$662K Buy
12,073
+5,796
+92% +$302K 0.02% 311
2023
Q1 		$331K Buy
+6,277
New +$340K 0.01% 376

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return