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

JNBA Financial 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
2026 Q1	–	Sell	-1	Closed	-$71	–	837
2025 Q4	$71	Buy	+1	New	+$69	﹤0.01%	792
2024 Q1	–	Sell	-116	Closed	-$6.92K	–	681
2023 Q4	$6.92K	Hold	116	–	–	﹤0.01%	504
2023 Q3	$6.09K	Hold	116	–	–	﹤0.01%	517
2023 Q2	$6.36K	Hold	116	–	–	﹤0.01%	511
2023 Q1	$6.11K	Hold	116	–	–	﹤0.01%	527
2022 Q4	$5.93K	Hold	116	–	–	﹤0.01%	501
2022 Q3	$5K	Hold	116	–	–	﹤0.01%	525
2022 Q2	$6K	Hold	116	–	–	﹤0.01%	540
2022 Q1	$7K	Sell	116 -145	-56%	-$8.16K	﹤0.01%	525
2021 Q4	$16K	Hold	261	–	–	﹤0.01%	456
2021 Q3	$15K	Sell	261 -89	-25%	-$5.13K	﹤0.01%	460
2021 Q2	$20K	Buy	+350	New	+$20.4K	﹤0.01%	403

Other funds holding DFAS

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return