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Howe & Rusling’s Dimensional US Small Cap ETF DFAS Stock Holding History

Howe & Rusling’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 		$25.1K Hold
353
– – ﹤0.01% 395
2025
Q4 		$24.6K Hold
353
– – ﹤0.01% 399
2025
Q3 		$24.2K Hold
353
– – ﹤0.01% 387
2025
Q2 		$22.5K Hold
353
– – ﹤0.01% 385
2025
Q1 		$21.1K Sell
353
-830
-70% -$53.4K ﹤0.01% 349
2024
Q4 		$77K Hold
1,183
– – 0.01% 289
2024
Q3 		$76.7K Hold
1,183
– – 0.01% 282
2024
Q2 		$71.1K Buy
1,183
+830
+235% +$50K 0.01% 276
2024
Q1 		$22K Buy
+353
New +$20.9K ﹤0.01% 312

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

Howe & Rusling's DFAS Position: Q1 2026 in Review

Howe & Rusling held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 353 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Howe & Rusling first reported a position in DFAS in Q1 2024 and has held it in 9 quarters since. The position peaked at $77K in Q4 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Howe & Rusling held 353 shares of Dimensional US Small Cap ETF worth $25.1K as of Q1 2026.
  • Howe & Rusling left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #395 holding.
  • Howe & Rusling first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Howe & Rusling's Dimensional US Small Cap ETF position peaked at $77K in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.