Intelligence Driven Advisers’s Dimensional US Small Cap ETF DFAS Stock Holding History

Intelligence Driven Advisers’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	$1.45M	Sell	17,550 -514	-3%	-$39.8K	0.23%	42
2026 Q1	$1.28M	Sell	18,064 -928	-5%	-$68.1K	0.22%	43
2025 Q4	$1.32M	Sell	18,992 -24,147	-56%	-$1.66M	0.19%	43
2025 Q3	$2.95M	Sell	43,139 -1,086	-2%	-$72.5K	0.41%	25
2025 Q2	$2.82M	Buy	44,225 +29,971	+210%	+$1.8M	0.43%	24
2025 Q1	$852K	Buy	+14,254	New	+$917K	0.16%	46

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

Intelligence Driven Advisers's DFAS Position: Q2 2026 in Review

Intelligence Driven Advisers reduced its Dimensional US Small Cap ETF (DFAS) stake by 2.8% in Q2 2026, selling an estimated $39.8K and leaving 17,550 shares worth $1.45M. The position accounts for 0.23% of the portfolio, ranked #42.

Intelligence Driven Advisers first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.95M in Q3 2025. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Intelligence Driven Advisers held 17,550 shares of Dimensional US Small Cap ETF worth $1.45M as of Q2 2026.
Intelligence Driven Advisers sold 514 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $39.8K.
Dimensional US Small Cap ETF made up 0.23% of Intelligence Driven Advisers's portfolio in Q2 2026, its #42 holding.
Intelligence Driven Advisers first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
Intelligence Driven Advisers's Dimensional US Small Cap ETF position peaked at $2.95M in Q3 2025.
908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.