KAM
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Kraft Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Kraft Asset Management’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
Q2 		$3.93M Sell
61,640
-1,552
-2% -$93K 3.65% 7
2025
Q1 		$3.78M Sell
63,192
-1,352
-2% -$86.9K 3.46% 9
2024
Q4 		$4.3M Buy
64,544
+660
+1% +$44.1K 3.32% 8
2024
Q3 		$4.14M Sell
63,884
-102
-0.2% -$6.38K 3.24% 8
2024
Q2 		$3.84M Sell
63,986
-2,277
-3% -$137K 3.23% 9
2024
Q1 		$4.13M Sell
66,263
-2,542
-4% -$150K 3.33% 8
2023
Q4 		$4.1M Buy
68,805
+776
+1% +$41.6K 3.45% 8
2023
Q3 		$3.57M Sell
68,029
-1,006
-1% -$55.4K 3.36% 8
2023
Q2 		$3.78M Sell
69,035
-170
-0.2% -$8.87K 3.4% 8
2023
Q1 		$3.65M Sell
69,205
-2,143
-3% -$116K 3.25% 8
2022
Q4 		$3.65M Buy
71,348
+112
+0.2% +$5.77K 3.33% 7
2022
Q3 		$3.31M Buy
71,236
+78
+0.1% +$3.98K 3.36% 7
2022
Q2 		$3.42M Buy
71,158
+2,641
+4% +$137K 3.28% 7
2022
Q1 		$3.84M Buy
68,517
+92
+0.1% +$5.18K 3.99% 6
2021
Q4 		$4.11M Buy
+68,425
New +$4.13M 4.46% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return