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IFP Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

IFP Advisors’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 		$1.88M Sell
22,823
-5,363
-19% -$415K 0.03% 506
2026
Q1 		$2M Buy
28,186
+6,055
+27% +$444K 0.04% 451
2025
Q4 		$1.54M Hold
22,131
– – 0.03% 491
2025
Q3 		$1.52M Buy
22,131
+20,097
+988% +$1.34M 0.04% 450
2025
Q2 		$130K Sell
2,034
-1,040
-34% -$62.3K ﹤0.01% 1500
2025
Q1 		$184K Buy
3,074
+891
+41% +$57.3K 0.01% 1215
2024
Q4 		$142K Buy
2,183
+800
+58% +$53.5K ﹤0.01% 1305
2024
Q3 		$89.7K Buy
1,383
+3
+0.2% +$188 ﹤0.01% 1456
2024
Q2 		$82.9K Buy
1,380
+22
+2% +$1.32K ﹤0.01% 1441
2024
Q1 		$84.7K Buy
1,358
+231
+20% +$13.7K ﹤0.01% 1359
2023
Q4 		$67.2K Buy
1,127
+130
+13% +$6.97K ﹤0.01% 1423
2023
Q3 		$52.3K Sell
997
-66
-6% -$3.64K ﹤0.01% 1529
2023
Q2 		$58.3K Sell
1,063
-1,950
-65% -$102K ﹤0.01% 1543
2023
Q1 		$177K Sell
3,013
-2,871
-49% -$155K 0.01% 995
2022
Q4 		$346K Sell
5,884
-173
-3% -$8.91K 0.01% 1070
2022
Q3 		$358K Buy
6,057
+2,391
+65% +$122K 0.01% 1090
2022
Q2 		$214K Hold
3,666
– – 0.01% 1240
2022
Q1 		$214K Buy
3,666
+3,174
+645% +$179K 0.01% 1240
2021
Q4 		$29K Buy
492
+253
+106% +$15.3K ﹤0.01% 1777
2021
Q3 		$14K Buy
239
+1
+0.4% +$58 ﹤0.01% 2131
2021
Q2 		$14K Buy
+238
New +$13.8K ﹤0.01% 2077

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

IFP Advisors's DFAS Position: Q2 2026 in Review

IFP Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 19% in Q2 2026, selling an estimated $415K and leaving 22,823 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #506.

IFP Advisors first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $2M in Q1 2026. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • IFP Advisors held 22,823 shares of Dimensional US Small Cap ETF worth $1.88M as of Q2 2026.
  • IFP Advisors sold 5,363 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $415K.
  • Dimensional US Small Cap ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #506 holding.
  • IFP Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • IFP Advisors's Dimensional US Small Cap ETF position peaked at $2M in Q1 2026.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.