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Granite Harbor Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Granite Harbor 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
Q2 		$13.1M Buy
159,251
+23,649
+17% +$1.83M 5.18% 3
2026
Q1 		$9.65M Sell
135,602
-4,377
-3% -$321K 4.21% 4
2025
Q4 		$9.75M Buy
139,979
+3,903
+3% +$269K 4.12% 6
2025
Q3 		$9.32M Sell
136,076
-47,926
-26% -$3.2M 3.92% 7
2025
Q2 		$11.7M Buy
184,002
+8,680
+5% +$520K 5.5% 3
2025
Q1 		$10.5M Sell
175,322
-22,336
-11% -$1.44M 5.56% 4
2024
Q4 		$12.9M Buy
197,658
+3,190
+2% +$213K 7.11% 2
2024
Q3 		$12.6M Buy
194,468
+35,474
+22% +$2.22M 7.3% 2
2024
Q2 		$9.55M Buy
158,994
+8,833
+6% +$532K 6.06% 4
2024
Q1 		$9.36M Buy
150,161
+3,852
+3% +$228K 6.38% 4
2023
Q4 		$8.72M Sell
146,309
-26,994
-16% -$1.45M 6.55% 4
2023
Q3 		$9.1M Sell
173,303
-1,579
-0.9% -$87K 7.31% 2
2023
Q2 		$9.58M Buy
174,882
+6,744
+4% +$352K 7.45% 2
2023
Q1 		$8.86M Buy
168,138
+11,954
+8% +$647K 8.08% 2
2022
Q4 		$7.99M Buy
+156,184
New +$8.04M 8.14% 2

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

Granite Harbor Advisors's DFAS Position: Q2 2026 in Review

Granite Harbor Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 17% in Q2 2026, buying an estimated $1.83M and bringing the position to 159,251 shares worth $13.1M. The position accounts for 5.18% of the portfolio, ranked #3.

Granite Harbor Advisors first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Granite Harbor Advisors held 159,251 shares of Dimensional US Small Cap ETF worth $13.1M as of Q2 2026.
  • Granite Harbor Advisors bought 23,649 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.83M.
  • Dimensional US Small Cap ETF made up 5.18% of Granite Harbor Advisors's portfolio in Q2 2026, its #3 holding.
  • Granite Harbor Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.