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Investment Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Investment Advisory 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
Q1 		$3.56M Sell
49,997
-1,555
-3% -$114K 0.9% 31
2025
Q4 		$3.59M Buy
51,552
+212
+0.4% +$14.6K 0.92% 28
2025
Q3 		$3.51M Sell
51,340
-33
-0.1% -$2.2K 0.96% 26
2025
Q2 		$3.27M Sell
51,373
-2,715
-5% -$163K 0.99% 25
2025
Q1 		$3.23M Buy
54,088
+13
+0% +$836 1.08% 24
2024
Q4 		$3.52M Buy
54,075
+124
+0.2% +$8.29K 1.18% 22
2024
Q3 		$3.5M Buy
53,951
+2,417
+5% +$151K 1.21% 21
2024
Q2 		$3.1M Buy
51,534
+149
+0.3% +$8.97K 1.2% 21
2024
Q1 		$3.2M Buy
51,385
+6,525
+15% +$386K 1.32% 21
2023
Q4 		$2.67M Buy
44,860
+4,124
+10% +$221K 1.23% 22
2023
Q3 		$2.14M Buy
40,736
+280
+0.7% +$15.4K 1.11% 22
2023
Q2 		$2.22M Buy
40,456
+2,579
+7% +$135K 1.14% 21
2023
Q1 		$2M Buy
37,877
+5,475
+17% +$296K 1.15% 22
2022
Q4 		$1.66M Buy
32,402
+2,797
+9% +$144K 1.02% 26
2022
Q3 		$1.38M Buy
29,605
+1
+0% +$51 0.96% 30
2022
Q2 		$1.42M Buy
29,604
+1
+0% +$52 0.97% 29
2022
Q1 		$1.66M Buy
29,603
+1
+0% +$56 1.01% 27
2021
Q4 		$1.66M Buy
+29,602
New +$1.79M 1.06% 26

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 $2.31B AUM 26.52% 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 $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Investment Advisory Group's DFAS Position: Q1 2026 in Review

Investment Advisory Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 3% in Q1 2026, selling an estimated $114K and leaving 49,997 shares worth $3.56M. The position accounts for 0.9% of the portfolio, ranked #31.

Investment Advisory Group first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.59M in Q4 2025. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Investment Advisory Group held 49,997 shares of Dimensional US Small Cap ETF worth $3.56M as of Q1 2026.
  • Investment Advisory Group sold 1,555 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $114K.
  • Dimensional US Small Cap ETF made up 0.9% of Investment Advisory Group's portfolio in Q1 2026, its #31 holding.
  • Investment Advisory Group first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's Dimensional US Small Cap ETF position peaked at $3.59M in Q4 2025.
  • 881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.