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Grunden Financial Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

Grunden Financial 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
2025
Q4 		$4.58M Buy
65,786
+13,356
+25% +$921K 1.79% 11
2025
Q3 		$3.59M Sell
52,430
-720
-1% -$48.1K 1.46% 12
2025
Q2 		$3.39M Sell
53,150
-3,724
-7% -$223K 1.5% 11
2025
Q1 		$3.4M Buy
56,874
+4,869
+9% +$313K 1.65% 11
2024
Q4 		$3.38M Buy
52,005
+224
+0.4% +$15K 1.63% 10
2024
Q3 		$3.36M Sell
51,781
-9
-0% -$563 1.65% 10
2024
Q2 		$3.11M Buy
51,790
+30
+0.1% +$1.81K 1.62% 10
2024
Q1 		$3.23M Sell
51,760
-1,890
-4% -$112K 1.72% 10
2023
Q4 		$3.2M Buy
+53,650
New +$2.87M 1.8% 10

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Grunden Financial Advisory's DFAS Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional US Small Cap ETF (DFAS) stake by 25% in Q4 2025, buying an estimated $921K and bringing the position to 65,786 shares worth $4.58M. The position accounts for 1.79% of the portfolio, ranked #11.

Grunden Financial Advisory first reported a position in DFAS in Q4 2023 and has held it in 9 quarters since. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Grunden Financial Advisory held 65,786 shares of Dimensional US Small Cap ETF worth $4.58M as of Q4 2025.
  • Grunden Financial Advisory bought 13,356 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $921K.
  • Dimensional US Small Cap ETF made up 1.79% of Grunden Financial Advisory's portfolio in Q4 2025, its #11 holding.
  • Grunden Financial Advisory first reported a position in Dimensional US Small Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.