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

IFG 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
2026 Q2	$1.4M	Buy	17,032 +16,532	+3,306%	+$1.28M	0.05%	364
2026 Q1	$35.6K	Sell	500 -16,640	-97%	-$1.22M	0.1%	153
2025 Q4	$1.19M	Sell	17,140 -1,581	-8%	-$109K	0.05%	332
2025 Q3	$1.28M	Buy	18,721 +1,191	+7%	+$79.5K	0.06%	315
2025 Q2	$1.12M	Buy	17,530 +3,656	+26%	+$219K	0.06%	319
2025 Q1	$829K	Sell	13,874 -458	-3%	-$29.5K	0.05%	354
2024 Q4	$933K	Buy	14,332 +811	+6%	+$54.2K	0.05%	307
2024 Q3	$877K	Sell	13,521 -253	-2%	-$15.8K	0.06%	285
2024 Q2	$828K	Buy	13,774 +1,009	+8%	+$60.7K	0.05%	315
2024 Q1	$796K	Buy	12,765 +4,471	+54%	+$265K	0.06%	272
2023 Q4	$495K	Buy	8,294 +4,265	+106%	+$229K	0.04%	368
2023 Q3	$211K	Buy	+4,029	New	+$222K	0.02%	509

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

IFG Advisory's DFAS Position: Q2 2026 in Review

IFG Advisory increased its Dimensional US Small Cap ETF (DFAS) stake by 3,306% in Q2 2026, buying an estimated $1.28M and bringing the position to 17,032 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #364.

IFG Advisory first reported a position in DFAS in Q3 2023 and has held it in 12 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

IFG Advisory held 17,032 shares of Dimensional US Small Cap ETF worth $1.4M as of Q2 2026.
IFG Advisory bought 16,532 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.28M.
Dimensional US Small Cap ETF made up 0.05% of IFG Advisory's portfolio in Q2 2026, its #364 holding.
IFG Advisory first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.