GIA
DFAS icon

Gladstone Institutional Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

Gladstone Institutional Advisory’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 		$2.42M Buy
29,439
+410
+1% +$31.8K 0.08% 259
2026
Q1 		$2.06M Buy
29,029
+1,252
+5% +$91.9K 0.08% 259
2025
Q4 		$1.94M Buy
27,777
+5,317
+24% +$367K 0.07% 258
2025
Q3 		$1.54M Buy
22,460
+503
+2% +$33.6K 0.06% 288
2025
Q2 		$1.4M Buy
21,957
+1,310
+6% +$78.5K 0.06% 292
2025
Q1 		$1.23M Sell
20,647
-6,507
-24% -$418K 0.06% 295
2024
Q4 		$1.77M Sell
27,154
-6,950
-20% -$465K 0.08% 243
2024
Q3 		$2.21M Sell
34,104
-2,858
-8% -$179K 0.11% 209
2024
Q2 		$2.22M Sell
36,962
-13,851
-27% -$834K 0.12% 210
2024
Q1 		$3.17M Buy
50,813
+1,142
+2% +$67.6K 0.17% 157
2023
Q4 		$2.96M Sell
49,671
-5,474
-10% -$293K 0.17% 157
2023
Q3 		$2.89M Buy
55,145
+2,962
+6% +$163K 0.19% 140
2023
Q2 		$2.86M Sell
52,183
-4,153
-7% -$217K 0.17% 151
2023
Q1 		$2.97M Buy
56,336
+4,199
+8% +$227K 0.19% 150
2022
Q4 		$2.67M Buy
+52,137
New +$2.68M 0.19% 157

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

Gladstone Institutional Advisory's DFAS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Dimensional US Small Cap ETF (DFAS) stake by 1.4% in Q2 2026, buying an estimated $31.8K and bringing the position to 29,439 shares worth $2.42M. The position accounts for 0.08% of the portfolio, ranked #259.

Gladstone Institutional Advisory first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.17M in Q1 2024. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Gladstone Institutional Advisory held 29,439 shares of Dimensional US Small Cap ETF worth $2.42M as of Q2 2026.
  • Gladstone Institutional Advisory bought 410 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $31.8K.
  • Dimensional US Small Cap ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #259 holding.
  • Gladstone Institutional Advisory first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Gladstone Institutional Advisory's Dimensional US Small Cap ETF position peaked at $3.17M in Q1 2024.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.