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Ironwood Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Ironwood Financial’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 		$1.2M Sell
14,911
-75
-0.5% -$5.81K 0.19% 85
2026
Q1 		$1.07M Hold
14,986
– – 0.19% 81
2025
Q4 		$1.1M Hold
14,986
– – 0.19% 79
2025
Q3 		$1.03M Sell
14,986
-19,771
-57% -$1.32M 0.18% 80
2025
Q2 		$2.08M Hold
34,757
– – 0.45% 51
2025
Q1 		$2.08M Sell
34,757
-160
-0.5% -$10.3K 0.45% 51
2024
Q4 		$2.27M Hold
34,917
– – 0.48% 47
2024
Q3 		$2.26M Sell
34,917
-1,565
-4% -$98K 0.48% 47
2024
Q2 		$2.19M Hold
36,482
– – 0.49% 45
2024
Q1 		$2.27M Sell
36,482
-10,179
-22% -$602K 0.52% 44
2023
Q4 		$2.78M Sell
46,661
-7,937
-15% -$425K 0.67% 31
2023
Q3 		$2.87M Sell
54,598
-130
-0.2% -$7.16K 0.77% 30
2023
Q2 		$3M Hold
54,728
– – 0.79% 30
2023
Q1 		$2.88M Sell
54,728
-5,046
-8% -$273K 0.8% 28
2022
Q4 		$3.06M Hold
59,774
– – 0.95% 24
2022
Q3 		$2.78M Hold
59,774
– – 0.92% 26
2022
Q2 		$2.87M Buy
+59,774
New +$3.1M 0.92% 26
2022
Q1 		– Sell
-59,924
Closed -$3.6M – 126
2021
Q4 		$3.6M Buy
59,924
+866
+1% +$52.3K 0.98% 26
2021
Q3 		$3.4M Buy
59,058
+529
+0.9% +$30.5K 0.99% 26
2021
Q2 		$3.42M Buy
+58,529
New +$3.4M 1.03% 24

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

Ironwood Financial's DFAS Position: Q2 2026 in Review

Ironwood Financial reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.5% in Q2 2026, selling an estimated $5.81K and leaving 14,911 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #85.

Ironwood Financial first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.6M in Q4 2021. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Ironwood Financial held 14,911 shares of Dimensional US Small Cap ETF worth $1.2M as of Q2 2026.
  • Ironwood Financial sold 75 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $5.81K.
  • Dimensional US Small Cap ETF made up 0.19% of Ironwood Financial's portfolio in Q2 2026, its #85 holding.
  • Ironwood Financial first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Ironwood Financial's Dimensional US Small Cap ETF position peaked at $3.6M in Q4 2021.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.