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Investment Planning Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Investment Planning Advisors’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
2025
Q1 		– Sell
-69,100
Closed -$4.5M – 71
2024
Q4 		$4.5M Sell
69,100
-12,184
-15% -$815K 1.96% 16
2024
Q3 		$4.88M Hold
81,284
– – 2.49% 16
2024
Q2 		$4.88M Buy
+81,284
New +$4.89M 2.49% 16

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Investment Planning Advisors's DFAS Position: Q1 2025 in Review

Investment Planning Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2025, closing a stake of 69,100 shares — an estimated $4.5M sold.

Investment Planning Advisors first reported a position in DFAS in Q2 2024 and held it in 3 quarters. The position peaked at $4.88M in Q3 2024. 753 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

  • Investment Planning Advisors reported no remaining Dimensional US Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Investment Planning Advisors sold 69,100 Dimensional US Small Cap ETF shares in Q1 2025, an estimated $4.5M.
  • Investment Planning Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2024 and held it in 3 quarters.
  • Investment Planning Advisors's Dimensional US Small Cap ETF position peaked at $4.88M in Q3 2024.
  • 753 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2025.

Based on Investment Planning Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.