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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
Q2 		$29.1K Hold
353
– – ﹤0.01% 403
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 $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

Howe & Rusling's DFAS Position: Q2 2026 in Review

Howe & Rusling held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 353 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Howe & Rusling first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. The position peaked at $77K in Q4 2024. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Howe & Rusling held 353 shares of Dimensional US Small Cap ETF worth $29.1K as of Q2 2026.
  • Howe & Rusling left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #403 holding.
  • Howe & Rusling first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Howe & Rusling's Dimensional US Small Cap ETF position peaked at $77K in Q4 2024.
  • 914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.