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

Jones Financial Companies’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	$32.7M	Buy	399,583 +91,294	+30%	+$7.07M	0.01%	522
2026 Q1	$21.6M	Buy	308,289 +86,584	+39%	+$6.35M	0.01%	568
2025 Q4	$15.4M	Buy	221,705 +48,422	+28%	+$3.34M	0.01%	368
2025 Q3	$11.9M	Buy	173,283 +34,522	+25%	+$2.3M	0.01%	376
2025 Q2	$8.84M	Buy	138,761 +72,352	+109%	+$4.34M	0.01%	382
2025 Q1	$3.96M	Buy	66,409 +27,006	+69%	+$1.74M	﹤0.01%	477
2024 Q4	$2.56M	Buy	39,403 +9,129	+30%	+$611K	﹤0.01%	497
2024 Q3	$1.96M	Buy	30,274 +18,022	+147%	+$1.13M	﹤0.01%	464
2024 Q2	$736K	Buy	+12,252	New	+$737K	﹤0.01%	475

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

Jones Financial Companies's DFAS Position: Q2 2026 in Review

Jones Financial Companies increased its Dimensional US Small Cap ETF (DFAS) stake by 30% in Q2 2026, buying an estimated $7.07M and bringing the position to 399,583 shares worth $32.7M. The position accounts for 0.01% of the portfolio, ranked #522.

Jones Financial Companies first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Jones Financial Companies held 399,583 shares of Dimensional US Small Cap ETF worth $32.7M as of Q2 2026.
Jones Financial Companies bought 91,294 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $7.07M.
Dimensional US Small Cap ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #522 holding.
Jones Financial Companies first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.