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

Integrated Advisors Network’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 		$2.06M Buy
28,997
+81
+0.3% +$5.94K 0.11% 197
2025
Q4 		$2.01M Buy
28,916
+353
+1% +$24.3K 0.09% 227
2025
Q3 		$1.96M Buy
28,563
+377
+1% +$25.2K 0.08% 243
2025
Q2 		$1.8M Buy
28,186
+2,202
+8% +$132K 0.08% 248
2025
Q1 		$1.55M Sell
25,984
-2,773
-10% -$178K 0.08% 245
2024
Q4 		$1.87M Buy
28,757
+171
+0.6% +$11.4K 0.09% 213
2024
Q3 		$1.85M Sell
28,586
-173
-0.6% -$10.8K 0.09% 222
2024
Q2 		$1.73M Buy
28,759
+943
+3% +$56.8K 0.09% 216
2024
Q1 		$1.73M Sell
27,816
-412
-1% -$24.4K 0.09% 223
2023
Q4 		$1.68M Buy
28,228
+19,473
+222% +$1.04M 0.1% 220
2023
Q3 		$460K Buy
8,755
+1,407
+19% +$77.5K 0.03% 441
2023
Q2 		$403K Buy
7,348
+1,625
+28% +$84.8K 0.02% 487
2023
Q1 		$302K Sell
5,723
-45
-0.8% -$2.44K 0.02% 543
2022
Q4 		$295K Hold
5,768
– – 0.02% 516
2022
Q3 		$268K Hold
5,768
– – 0.02% 527
2022
Q2 		$277K Hold
5,768
– – 0.02% 546
2022
Q1 		$323K Buy
5,768
+36
+0.6% +$2.03K 0.02% 527
2021
Q4 		$344K Sell
5,732
-109
-2% -$6.58K 0.02% 498
2021
Q3 		$336K Sell
5,841
-273
-4% -$15.7K 0.02% 488
2021
Q2 		$357K Buy
+6,114
New +$356K 0.03% 432

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

Integrated Advisors Network's DFAS Position: Q1 2026 in Review

Integrated Advisors Network increased its Dimensional US Small Cap ETF (DFAS) stake by 0.28% in Q1 2026, buying an estimated $5.94K and bringing the position to 28,997 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #197.

Integrated Advisors Network first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Integrated Advisors Network held 28,997 shares of Dimensional US Small Cap ETF worth $2.06M as of Q1 2026.
  • Integrated Advisors Network bought 81 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $5.94K.
  • Dimensional US Small Cap ETF made up 0.11% of Integrated Advisors Network's portfolio in Q1 2026, its #197 holding.
  • Integrated Advisors Network first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.