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

Frazier Financial 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 		$1.35K Buy
19
+10
+111% +$734 ﹤0.01% 593
2025
Q4 		$628 Hold
9
– – ﹤0.01% 601
2025
Q3 		$617 Hold
9
– – ﹤0.01% 575
2025
Q2 		$574 Buy
+9
New +$540 ﹤0.01% 556
2024
Q1 		– Sell
-2,874
Closed -$171K – 956
2023
Q4 		$171K Buy
+2,874
New +$154K 0.15% 54

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

Frazier Financial Advisors's DFAS Position: Q1 2026 in Review

Frazier Financial Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 111% in Q1 2026, buying an estimated $734 and bringing the position to 19 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Frazier Financial Advisors first reported a position in DFAS in Q4 2023 and has held it in 5 quarters since. The position peaked at $171K in Q4 2023. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Frazier Financial Advisors held 19 shares of Dimensional US Small Cap ETF worth $1.35K as of Q1 2026.
  • Frazier Financial Advisors bought 10 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $734.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #593 holding.
  • Frazier Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Frazier Financial Advisors's Dimensional US Small Cap ETF position peaked at $171K in Q4 2023.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.