Gleason Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Gleason Group’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	$31.1K	Buy	378 +1	+0.3%	+$77	﹤0.01%	159
2026 Q1	$26.8K	Buy	377 +1	+0.3%	+$73	﹤0.01%	146
2025 Q4	$26.2K	Buy	376 +1	+0.3%	+$69	﹤0.01%	145
2025 Q3	$25.7K	Buy	375 +1	+0.3%	+$67	﹤0.01%	133
2025 Q2	$23.8K	Buy	374 +1	+0.3%	+$60	﹤0.01%	142
2025 Q1	$22.3K	Buy	373 +1	+0.3%	+$64	﹤0.01%	140
2024 Q4	$24.2K	Sell	372 -29	-7%	-$1.94K	﹤0.01%	141
2024 Q3	$26K	Buy	401 +1	+0.3%	+$63	﹤0.01%	135
2024 Q2	$24.1K	Buy	400 +1	+0.3%	+$60	﹤0.01%	153
2024 Q1	$24.9K	Hold	399	–	–	0.01%	140
2023 Q4	$23.8K	Buy	399 +2	+0.5%	+$107	0.01%	145
2023 Q3	$20.9K	Buy	397 +1	+0.3%	+$55	0.01%	151
2023 Q2	$21.7K	Buy	396 +1	+0.3%	+$52	0.01%	149
2023 Q1	$20.8K	Buy	395 +1	+0.3%	+$54	0.01%	145
2022 Q4	$20.2K	Buy	394 +2	+0.5%	+$103	0.01%	145
2022 Q3	$18K	Buy	392 +1	+0.3%	+$51	0.01%	151
2022 Q2	$19K	Buy	391 +1	+0.3%	+$52	0.01%	147
2022 Q1	$22K	Hold	390	–	–	0.01%	149
2021 Q4	$23K	Buy	390 +11	+3%	+$664	0.01%	136
2021 Q3	$22K	Hold	379	–	–	0.01%	140
2021 Q2	$22K	Buy	+379	New	+$22K	0.01%	138

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

Gleason Group's DFAS Position: Q2 2026 in Review

Gleason Group increased its Dimensional US Small Cap ETF (DFAS) stake by 0.27% in Q2 2026, buying an estimated $77 and bringing the position to 378 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Gleason Group first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Gleason Group held 378 shares of Dimensional US Small Cap ETF worth $31.1K as of Q2 2026.
Gleason Group bought 1 Dimensional US Small Cap ETF share in Q2 2026, an estimated $77.
Dimensional US Small Cap ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #159 holding.
Gleason Group first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.