Freedom Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Freedom Investment Management’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	$3.26M	Sell	45,855 -694	-1%	-$50.9K	0.97%	17
2025 Q4	$3.24M	Sell	46,549 -213	-0.5%	-$14.7K	0.94%	15
2025 Q3	$3.2M	Sell	46,762 -1,008	-2%	-$67.3K	0.85%	16
2025 Q2	$3.04M	Sell	47,770 -684	-1%	-$41K	0.24%	68
2025 Q1	$2.9M	Sell	48,454 -1,573	-3%	-$101K	0.24%	69
2024 Q4	$3.26M	Buy	50,027 +314	+0.6%	+$21K	0.27%	65
2024 Q3	$3.22M	Sell	49,713 -393	-0.8%	-$24.6K	0.26%	70
2024 Q2	$3.01M	Sell	50,106 -399	-0.8%	-$24K	0.25%	68
2024 Q1	$3.15M	Sell	50,505 -688	-1%	-$40.7K	0.25%	70
2023 Q4	$3.05M	Buy	+51,193	New	+$2.74M	0.25%	73

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 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 $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Freedom Investment Management's DFAS Position: Q1 2026 in Review

Freedom Investment Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.5% in Q1 2026, selling an estimated $50.9K and leaving 45,855 shares worth $3.26M. The position accounts for 0.97% of the portfolio, ranked #17.

Freedom Investment Management first reported a position in DFAS in Q4 2023 and has held it in 10 quarters since. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Freedom Investment Management held 45,855 shares of Dimensional US Small Cap ETF worth $3.26M as of Q1 2026.
Freedom Investment Management sold 694 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $50.9K.
Dimensional US Small Cap ETF made up 0.97% of Freedom Investment Management's portfolio in Q1 2026, its #17 holding.
Freedom Investment Management first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.