Independent Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Independent Financial Group’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	$376K	Sell	4,561 -559	-11%	-$43.3K	0.01%	1116
2026 Q1	$364K	Buy	5,120 +504	+11%	+$37K	0.01%	1069
2025 Q4	$322K	Sell	4,616 -62	-1%	-$4.27K	0.01%	1114
2025 Q3	$320K	Buy	4,678 +18	+0.4%	+$1.2K	0.01%	1059
2025 Q2	$297K	Buy	+4,660	New	+$279K	0.01%	1034
2025 Q1	–	Sell	-3,535	Closed	-$230K	–	1203
2024 Q4	$230K	Buy	3,535 +349	+11%	+$23.3K	0.01%	1023
2024 Q3	$207K	Buy	+3,186	New	+$199K	0.01%	1059

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

Independent Financial Group's DFAS Position: Q2 2026 in Review

Independent Financial Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 11% in Q2 2026, selling an estimated $43.3K and leaving 4,561 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1116.

Independent Financial Group first reported a position in DFAS in Q3 2024 and has held it in 7 quarters since. 907 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Independent Financial Group held 4,561 shares of Dimensional US Small Cap ETF worth $376K as of Q2 2026.
Independent Financial Group sold 559 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $43.3K.
Dimensional US Small Cap ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1116 holding.
Independent Financial Group first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
907 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.