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
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 $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