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

Larson Financial Group’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 		$7.39M Sell
103,863
-7,006
-6% -$514K 0.24% 81
2025
Q4 		$7.72M Sell
110,869
-8,769
-7% -$605K 0.26% 77
2025
Q3 		$8.19M Sell
119,638
-24,346
-17% -$1.63M 0.29% 75
2025
Q2 		$9.17M Sell
143,984
-35,981
-20% -$2.16M 0.37% 64
2025
Q1 		$10.8M Sell
179,965
-9,279
-5% -$597K 0.51% 46
2024
Q4 		$12.3M Sell
189,244
-15,084
-7% -$1.01M 0.64% 32
2024
Q3 		$13.3M Sell
204,328
-11,194
-5% -$701K 0.75% 28
2024
Q2 		$12.9M Sell
215,522
-14,605
-6% -$879K 0.88% 28
2024
Q1 		$14.3M Sell
230,127
-16,544
-7% -$979K 1.11% 22
2023
Q4 		$14.7M Buy
246,671
+8,577
+4% +$460K 1.28% 20
2023
Q3 		$12.5M Buy
238,094
+23,652
+11% +$1.3M 1.23% 23
2023
Q2 		$11.8M Buy
214,442
+35,723
+20% +$1.86M 1.17% 23
2023
Q1 		$9.42M Buy
178,719
+25,979
+17% +$1.41M 1.02% 25
2022
Q4 		$7.81M Sell
152,740
-1,992
-1% -$103K 0.94% 26
2022
Q3 		$7.2M Buy
154,732
+10,079
+7% +$515K 1.02% 22
2022
Q2 		$6.94M Buy
144,653
+32,142
+29% +$1.67M 1.2% 22
2022
Q1 		$6.31M Buy
112,511
+3,149
+3% +$177K 1.01% 23
2021
Q4 		$6.56M Buy
109,362
+10,780
+11% +$651K 1.04% 23
2021
Q3 		$5.67M Buy
98,582
+9,877
+11% +$570K 1.12% 25
2021
Q2 		$5.18M Buy
+88,705
New +$5.16M 1.2% 23

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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Larson Financial Group's DFAS Position: Q1 2026 in Review

Larson Financial Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 6.3% in Q1 2026, selling an estimated $514K and leaving 103,863 shares worth $7.39M. The position accounts for 0.24% of the portfolio, ranked #81.

Larson Financial Group first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.7M in Q4 2023. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Larson Financial Group held 103,863 shares of Dimensional US Small Cap ETF worth $7.39M as of Q1 2026.
  • Larson Financial Group sold 7,006 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $514K.
  • Dimensional US Small Cap ETF made up 0.24% of Larson Financial Group's portfolio in Q1 2026, its #81 holding.
  • Larson Financial Group first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Larson Financial Group's Dimensional US Small Cap ETF position peaked at $14.7M in Q4 2023.
  • 881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.