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HUB Investment Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

HUB Investment Partners’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 		$4.53M Buy
63,633
+25,225
+66% +$1.85M 0.11% 169
2025
Q4 		$2.68M Sell
38,408
-4,982
-11% -$343K 0.07% 183
2025
Q3 		$2.97M Sell
43,390
-122,259
-74% -$8.16M 0.11% 160
2025
Q2 		$10.6M Buy
165,649
+28,983
+21% +$1.74M 0.37% 68
2025
Q1 		$8.17M Sell
136,666
-61,140
-31% -$3.93M 0.33% 78
2024
Q4 		$12.9M Buy
197,806
+18,969
+11% +$1.27M 0.54% 49
2024
Q3 		$11.6M Buy
178,837
+14,712
+9% +$921K 0.51% 55
2024
Q2 		$9.86M Buy
164,125
+151,074
+1,158% +$9.09M 0.48% 59
2024
Q1 		$814K Buy
+13,051
New +$772K 0.05% 202

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IFA
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Focus Partners Wealth
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PFA
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TWA
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Envestnet Asset Management
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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