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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
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
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

IFG Advisory's DFAS Position: Q1 2026 in Review

IFG Advisory reduced its Dimensional US Small Cap ETF (DFAS) stake by 97% in Q1 2026, selling an estimated $1.22M and leaving 500 shares worth $35.6K. The position accounts for 0.1% of the portfolio, ranked #153.

IFG Advisory first reported a position in DFAS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q3 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • IFG Advisory held 500 shares of Dimensional US Small Cap ETF worth $35.6K as of Q1 2026.
  • IFG Advisory sold 16,640 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.22M.
  • Dimensional US Small Cap ETF made up 0.1% of IFG Advisory's portfolio in Q1 2026, its #153 holding.
  • IFG Advisory first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • IFG Advisory's Dimensional US Small Cap ETF position peaked at $1.28M in Q3 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.