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Independent Advisor Alliance’s Dimensional US Small Cap ETF DFAS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-5,323
Closed -$379K – 1154
2026
Q1 		$379K Buy
+5,323
New +$391K ﹤0.01% 1227
2025
Q1 		– Sell
-4,629
Closed -$301K – 906
2024
Q4 		$301K Buy
+4,629
New +$310K ﹤0.01% 1142

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

Independent Advisor Alliance's DFAS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2026, closing a stake of 5,323 shares — an estimated $379K sold.

Independent Advisor Alliance first reported a position in DFAS in Q4 2024 and held it in 2 quarters. The position peaked at $379K in Q1 2026. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Dimensional US Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,323 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $379K.
  • Independent Advisor Alliance first reported a position in Dimensional US Small Cap ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Dimensional US Small Cap ETF position peaked at $379K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.