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

Integrity 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 		$846K Sell
10,278
-3,962
-28% -$307K 0.03% 387
2026
Q1 		$1.01M Buy
14,240
+191
+1% +$14K 0.04% 306
2025
Q4 		$979K Buy
14,049
+5,833
+71% +$402K 0.04% 316
2025
Q3 		$563K Buy
8,216
+335
+4% +$22.4K 0.03% 331
2025
Q2 		$502K Buy
7,881
+843
+12% +$50.5K 0.03% 297
2025
Q1 		$421K Buy
+7,038
New +$453K 0.02% 412

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

Integrity Alliance's DFAS Position: Q2 2026 in Review

Integrity Alliance reduced its Dimensional US Small Cap ETF (DFAS) stake by 28% in Q2 2026, selling an estimated $307K and leaving 10,278 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #387.

Integrity Alliance first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2026. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Integrity Alliance held 10,278 shares of Dimensional US Small Cap ETF worth $846K as of Q2 2026.
  • Integrity Alliance sold 3,962 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $307K.
  • Dimensional US Small Cap ETF made up 0.03% of Integrity Alliance's portfolio in Q2 2026, its #387 holding.
  • Integrity Alliance first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Integrity Alliance's Dimensional US Small Cap ETF position peaked at $1.01M in Q1 2026.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.