FIA
DFAS icon

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
Q2 		$658K Buy
7,990
+635
+9% +$49.2K 0.01% 692
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 $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

Foundations Investment Advisors's DFAS Position: Q2 2026 in Review

Foundations Investment Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 8.6% in Q2 2026, buying an estimated $49.2K and bringing the position to 7,990 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #692.

Foundations Investment Advisors first reported a position in DFAS in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.23M in Q2 2025. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Foundations Investment Advisors held 7,990 shares of Dimensional US Small Cap ETF worth $658K as of Q2 2026.
  • Foundations Investment Advisors bought 635 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $49.2K.
  • Dimensional US Small Cap ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #692 holding.
  • Foundations Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Dimensional US Small Cap ETF position peaked at $4.23M in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.