Frank Rimerman Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Frank Rimerman 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	$377K	Sell	4,582 -1	-0%	-$77	0.02%	463
2026 Q1	$326K	Hold	4,583	–	–	0.02%	473
2025 Q4	$319K	Hold	4,583	–	–	0.02%	492
2025 Q3	$314K	Hold	4,583	–	–	0.02%	473
2025 Q2	$292K	Buy	4,583 +1	+0%	+$60	0.02%	462
2025 Q1	$274K	Hold	4,582	–	–	0.02%	427
2024 Q4	$298K	Hold	4,582	–	–	0.02%	417
2024 Q3	$297K	Hold	4,582	–	–	0.02%	423
2024 Q2	$275K	Sell	4,582 -1	-0%	-$60	0.02%	461
2024 Q1	$286K	Hold	4,583	–	–	0.06%	90
2023 Q4	$273K	Buy	4,583 +5	+0.1%	+$268	0.06%	90
2023 Q3	$240K	Buy	4,578 +5	+0.1%	+$275	0.06%	87
2023 Q2	$251K	Buy	4,573 +6	+0.1%	+$313	0.06%	94
2023 Q1	$241K	Buy	4,567 +3	+0.1%	+$162	0.07%	94
2022 Q4	$233K	Buy	4,564 +6	+0.1%	+$309	0.07%	86
2022 Q3	$212K	Buy	4,558 +5	+0.1%	+$255	0.08%	86
2022 Q2	$219K	Buy	4,553 +5	+0.1%	+$259	0.08%	77
2022 Q1	$255K	Buy	4,548 +2	+0%	+$113	0.08%	111
2021 Q4	$273K	Buy	4,546 +44	+1%	+$2.66K	0.09%	100
2021 Q3	$259K	Buy	4,502 +4	+0.1%	+$231	0.1%	94
2021 Q2	$263K	Buy	+4,498	New	+$262K	0.1%	75

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

Frank Rimerman Advisors's DFAS Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.02% in Q2 2026, selling an estimated $77 and leaving 4,582 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #463.

Frank Rimerman Advisors first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 907 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Frank Rimerman Advisors held 4,582 shares of Dimensional US Small Cap ETF worth $377K as of Q2 2026.
Frank Rimerman Advisors sold 1 Dimensional US Small Cap ETF share in Q2 2026, an estimated $77.
Dimensional US Small Cap ETF made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #463 holding.
Frank Rimerman Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
907 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.