FF
DFAS icon

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

Francis Financial’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 		$332K Sell
4,665
-347
-7% -$25.5K 0.06% 80
2025
Q4 		$349K Hold
5,012
– – 0.07% 81
2025
Q3 		$343K Hold
5,012
– – 0.06% 93
2025
Q2 		$319K Hold
5,012
– – 0.07% 75
2025
Q1 		$299K Sell
5,012
-622
-11% -$40K 0.07% 71
2024
Q4 		$367K Hold
5,634
– – 0.09% 66
2024
Q3 		$365K Hold
5,634
– – 0.1% 63
2024
Q2 		$338K Hold
5,634
– – 0.1% 62
2024
Q1 		$351K Sell
5,634
-23
-0.4% -$1.36K 0.11% 53
2023
Q4 		$337K Sell
5,657
-1,568
-22% -$84K 0.14% 44
2023
Q3 		$379K Buy
7,225
+1
+0% +$55 0.2% 35
2023
Q2 		$396K Sell
7,224
-456
-6% -$23.8K 0.21% 35
2023
Q1 		$405K Hold
7,680
– – 0.27% 33
2022
Q4 		$393K Hold
7,680
– – 0.37% 28
2022
Q3 		$357K Buy
7,680
+1
+0% +$51 0.36% 24
2022
Q2 		$391K Buy
+7,679
New +$398K 0.35% 27

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