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 Q2	$5.14M	Sell	62,437 -1,196	-2%	-$92.7K	0.09%	173
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	0.1%	160
2025 Q2	$10.6M	Buy	165,649 +28,983	+21%	+$1.74M	0.35%	68
2025 Q1	$8.17M	Sell	136,666 -61,140	-31%	-$3.93M	0.32%	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	0.37%	59
2024 Q1	$814K	Buy	+13,051	New	+$772K	0.04%	202

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HUB Investment Partners's DFAS Position: Q2 2026 in Review

HUB Investment Partners reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.9% in Q2 2026, selling an estimated $92.7K and leaving 62,437 shares worth $5.14M. The position accounts for 0.09% of the portfolio, ranked #173.

HUB Investment Partners first reported a position in DFAS in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.9M in Q4 2024. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

HUB Investment Partners held 62,437 shares of Dimensional US Small Cap ETF worth $5.14M as of Q2 2026.
HUB Investment Partners sold 1,196 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $92.7K.
Dimensional US Small Cap ETF made up 0.09% of HUB Investment Partners's portfolio in Q2 2026, its #173 holding.
HUB Investment Partners first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
HUB Investment Partners's Dimensional US Small Cap ETF position peaked at $12.9M in Q4 2024.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.