KAS
DFAS icon

KPP Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

KPP Advisory Services’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 		$9.22M Sell
111,946
-599
-0.5% -$46.4K 1.17% 21
2026
Q1 		$8.01M Buy
112,545
+5,203
+5% +$382K 1.16% 22
2025
Q4 		$7.48M Buy
107,342
+5,067
+5% +$349K 1.09% 21
2025
Q3 		$7M Buy
102,275
+2,004
+2% +$134K 1.04% 20
2025
Q2 		$6.39M Buy
100,271
+524
+0.5% +$31.4K 1.05% 23
2025
Q1 		$5.96M Buy
99,747
+12,144
+14% +$781K 1.13% 22
2024
Q4 		$5.7M Buy
87,603
+2,142
+3% +$143K 1.34% 20
2024
Q3 		$5.54M Buy
85,461
+5,528
+7% +$346K 1.33% 19
2024
Q2 		$4.8M Buy
79,933
+8,717
+12% +$525K 1.28% 19
2024
Q1 		$4.44M Buy
+71,216
New +$4.21M 1.22% 21
2023
Q4 		– Sell
-46,586
Closed -$2.45M – 139
2023
Q3 		$2.45M Buy
+46,586
New +$2.57M 0.81% 27

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

KPP Advisory Services's DFAS Position: Q2 2026 in Review

KPP Advisory Services reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.53% in Q2 2026, selling an estimated $46.4K and leaving 111,946 shares worth $9.22M. The position accounts for 1.17% of the portfolio, ranked #21.

KPP Advisory Services first reported a position in DFAS in Q3 2023 and has held it in 11 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • KPP Advisory Services held 111,946 shares of Dimensional US Small Cap ETF worth $9.22M as of Q2 2026.
  • KPP Advisory Services sold 599 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $46.4K.
  • Dimensional US Small Cap ETF made up 1.17% of KPP Advisory Services's portfolio in Q2 2026, its #21 holding.
  • KPP Advisory Services first reported a position in Dimensional US Small Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.